Tax and Estate Planning


Estimated Taxes for Individuals: The Who, What, Where, When, and Why
Baker Tilly
While the concept of estimated taxes is not overly complicated, there can be confusion around the actual tax payments and how it works. According to the IRS, “the U.S. tax system operates on a
Year-End Tax Planning Strategies to Consider Before 2023
BMO Family Office
2022 has been an eventful year with spiking inflation, rising interest rates, geopolitical uncertainty, and unnerving market volatility. Yet amidst these uncontrollable events and uncertainty going
Year-End Wealth Planning and Philanthropy Strategies
William Blair & Company
To position your wealth and philanthropic goals in an optimal position for the long-term, there are 8 strategies that can help activate high-impact capital and initiate purpose-driven charitable
Supplemental Needs Trusts: Providing for Beneficiaries with Disabilities
Greensfelder, Hemker & Gale, P.C.
Sometimes leaving an inheritance to a loved one who has a disability can do more harm than good, if the proper safeguards are not in place. A supplemental needs trust, also known as a special needs
2022 Year-End Tax Planning and Checklist for Businesses
U.S. businesses are facing pressure to drive revenue, manage costs, and increase shareholder value, all while surrounded by economic and political uncertainties. How do businesses thrive in uncertain
2022 Year-End Tax Planning and Checklist for Individuals
As the year end approaches, it’s an optimal time for individuals to review their 2022 and 2023 tax situations and identify opportunities for reducing, deferring, or accelerating their tax
2022 Year-End Tax Letter and Insights
Baker Tilly
While there has been some federal tax legislation in the U.S., the changes have been far more limited than many expected. Additionally, the continuing tight labor market, worries over a possible
Thinking Strategically About Charitable Giving
William Blair & Company
Enhancing the impact that you and your family can have in supporting causes near to your hearts also requires more than just generosity and good intentions. It takes careful planning and an in-depth
Ten Minute Interview: Estate Planning for Personal Collections
Foley & Lardner
To develop an effective succession plan for your personal collections and tangible assets—including art, fine jewelry, wine, and antiques—you must understand their monetary value.
Federal Estate & Gift Tax Projected Exemption Amounts
Waller Lansden Dortch & Davis
Under the Tax Cuts and Jobs Act of 2017, the federal estate tax exemption was temporarily doubled through December 31, 2025. Effective January 1, 2026, the exemption limits are scheduled to be