Tax and Estate Planning


Intra-Family Loans
Stephen Petrillo, First Republic Private Wealth Management
Parents and grandparents often want to help their children and grandchildren with significant financial goals and challenges: buying a first home, making a financial investment, or starting a new
Top Five Things to Consider Before Selling a Business
Royce Ramey, Tolleson Wealth Management
Successful owners who choose to sell their business have many things to think about before beginning the process. Owners who are new to the process should consider not only the financial
Changes for Retirement Accounts and 529 Plans Under the SECURE Act
Dennis Delaney, Hemenway & Barnes
The SECURE Act of 2019 (the “Act”) has been signed into law and went into effect on January 1, 2020. It has several income tax provisions that affect individual taxpayers, including two
Tax Planning for Individuals
BKD CPAs & Advisors
A discussion on BKD's “Simply Tax” podcast on the importance of year-end planning. Guests Holly Pantzer and Susan Jones join host Damien Martin for a closer look at key considerations
Year-End Business Tax Planning: Five Actions to Consider Now
Plante Moran
As taxpayers head into the homestretch of 2019, some might be surprised that most of the year-end tax highlights for businesses refer to provisions of the Tax Cuts and Jobs Act enacted in late 2017.
Five Tips to Manage Your Individual Taxes Before the End of 2019
Plante Moran
With the new year around the corner, it’s time to start thinking about what you can do now to manage your tax bill for 2019. To help you get started and avoid last-minute scrambling for tax
Maximizing Tax Benefits Through Charitable Giving
Rey Santodomingo, Parametric
Is there a better way for investors to donate to charity? Learn how to maximize a portfolio’s tax benefits—and increase the size of the gift—through charitable giving.
Aggressive Tax-Loss Harvesting: An Opportunity to Reduce the Millionaire’s Tax
Jeremy Milleson, Parametric
Many states are imposing a millionaire’s tax with huge implications for top earners. Explore how aggressive tax-loss harvesting can soften the blow.
A Tax Deferred: The Benefits and Risks of Investing in Qualified Opportunity Funds
Rey Santodomingo, Parametric
What are the tax benefits of investing in Qualified Opportunity Funds? A closer look assesses the opportunities —and the risks. 
Income Tax Planning Strategies for Estate Plans Under the TCJA
Greensfelder, Hemker & Gale, P.C.
Under the current Tax Cuts and Jobs Act (TCJA), a wide range of income tax planning techniques can be used as part of the estate planning process. One primary technique includes a focus on managing