Tax and Estate Planning


S Corporation Valuation Analysis Considerations
Willamette Management Associates
S corporations have become the most common business taxation structure in the United States since its creation in 1958, allowing businesses to achieve the advantages of the corporate
The Administration's Income Tax Proposals for Fiscal Year 2022
Greensfelder, Hemker & Gale, P.C.
In May 2021, the Treasury Department released its General Explanations of the Biden administration’s fiscal year 2022 revenue proposals, commonly referred to as the “Green Book.”
Annuity Payment Analysis for Grantor Retained Annuity Trusts
Willamette Management Associates
A grantor retained annuity trust (“GRAT”) is an estate planning instrument that may be used to transfer wealth from the trust grantors to the trust beneficiaries. In this overview of
Tax Policy Agenda Video Series
With so many priorities on the Biden administration’s tax policy agenda, the biggest question for businesses and individuals alike is: How will this impact me? Regardless of whether the
How to Avoid Costly Estate Planning Pitfalls When Making Stock Transfers and Recapitalizations Involving Nonvoting Stock
Willamette Management Associates
S corporation shareholder agreements should be carefully crafted by legal counsel in order to avoid certain events that can imperil the company’s S election. One important consideration is the
Trustee Selection: The Five Principles to Consider
Tolleson Wealth Management
A trustee’s job is to carry out the intent of the trust creator, using the trust document as a roadmap. Trustees and beneficiaries must work to build a mutually beneficial relationship to
Estate Planning: How to Choose a Trustee
Tolleson Wealth Management
Death isn’t something many want to think about, but estate planning is a complex topic with consequential decisions. Tolleson Wealth Management President Richard Joyner discusses what to think
Homebuying Guide
UMB Family Wealth
If you’ve decided to purchase a home, whether you are a first-time homebuyer or you’ve purchased before, you need to familiarize yourself with the homebuying process. Once you understand
President Biden's Tax Plans? General Explanation of Administration's Fiscal Year 2022 Revenue Proposals
Waller Lansden Dortch & Davis
As family offices consider their tax planning strategy, it becomes especially important for their tax attorneys, financial executives, and legal team to conduct an analysis of the Biden
Five Steps to Consider When Creating a Prenup
Ascent Private Capital Management
Couples nearing marriage often confront challenging questions and must make difficult decisions around complex, emotionally charged issues. Somewhere in the process of sorting out financial and