Tax and Estate Planning


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
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
Approaching Prenuptial Agreements Positively
The mere word “prenup” strikes fear and anxiety into the hearts of most who hear it. When we realize we have to broach this topic, our thoughts immediately jump to the worst-case scenario - a broken
What Is Tax Alpha? Why Should You Care?
Natixis Advisors
When taxes don’t matter, and that is rarely the case for most investors, pre-tax returns are sufficient in determining whether the investment did well or poorly relative to a benchmark. But for
Qualified Small Business Stock (QSBS)
Justin Makso and Kevin Chung, First Republic Private Wealth
Lawmakers are well aware of the significant contributions to economic and job growth made by small businesses. As a direct incentive for starting and investing in small businesses, Congress has
Delaware Trusts: Safeguarding Personal Wealth
Northern Trust
Over the years, many families and their advisers have come to find that the State of Delaware is a trust-friendly jurisdiction that promotes modern laws and attractive income tax advantages. This
From Philanthropy to Social Investment: A New Way of Giving
BNY Mellon Wealth Management
Over the last 50 years, philanthropic giving in the U.S. has grown to $427.71 billion. And as philanthropists come to think of themselves as social investors, non-profits must also redefine