Networks - PFTC

RSM US
Monday, October 19, 2020

As family offices evaluate their assets during the economic downturn, examining deductions and estate and trust planning can help form better strategies and objectives.

Schiff Hardin
Thursday, October 8, 2020

New tax legislation is most likely to happen if next year the Democratic Party controls the Senate, the House of Representatives, and the White House. Now is the time to develop a contingency plan that can be implemented depending on the outcome of the U.S. election.

BDO
Friday, October 9, 2020

For high-net-worth individuals, establishing an incomplete non-grantor (ING) trust is a useful planning tool that provides income tax benefits to grantors residing in states with high state income tax rates or states that do not recognize the federal grantor trust rules.

BDO
Wednesday, October 7, 2020

Planning for future generations is the greatest gift family businesses can give, particularly during times of uncertainty.

RSM US
Wednesday, September 30, 2020

Layered beneath the difficulties of adapting to the challenges of the COVID environment, there are opportunities for family offices to capitalize on growth that line the path to sustained success.

Gresham Partners
Monday, September 28, 2020

With the distinct possibility that the U.S. election can result in tax law changes, it’s time to reinforce the wealth planning strategies.

Northern Trust
Tuesday, September 22, 2020

Ultimately, how well your wealth transfer plan fulfills your legacy and meets the needs of the next—and future—generations depends on whom you name as your trustee(s). This makes your selection one of the most critical aspects of an already complex wealth planning process.

Hemenway & Barnes
Thursday, September 17, 2020

The tax stakes are substantially higher in Massachusetts for the residents than they are for nonresidents. However, with the latest court ruling, Massachusetts estate tax can now apply to out-of-state trusts.

Willow Street Group
Thursday, September 17, 2020

For families holding illiquid assets, anticipatory pre-liquidity planning can greatly improve asset protection, wealth transfer, and tax outcomes.

Baker Hostetler
Wednesday, August 26, 2020

The basic foundation for every core legacy plan starts with five documents: a will, an irrevocable or living trust, a durable power of attorney for financial management, an advanced medical directive, and a HIPAA release.