Tax and Estate Planning


2021 Tax Outlook Survey and Tax Policy Agenda Video Series
Increased complexity has become the norm in the world of tax. From the passage of tax reform to new legislation allowing states to levy taxes on remote sales, tax executives have had to flex their
With Change Looming, is 2021 the Peak of Wealth Planning?
Baker Tilly
The political landscape in the U.S. shifted significantly in 2021. With that change, many anticipate major revisions to the tax laws, which will likely make transferring wealth much more difficult.
Charitable Trust Planning: Share your Wealth and Defer Capital Gains
Baker Tilly
High-net-worth individuals who are exploring charitable giving have many different options, but charitable remainder trusts and charitable lead trusts are two straightforward planning vehicles that
Proposed Estate Tax Changes: Prepare Now to Preserve Your Assets
In anticipation of the expected tax changes that could be enacted under the Biden administration, it’s a good time to review and update your estate plan. As part of your review process,
House Ways and Means Committee Releases Initial Tax Proposals
On September 13, 2021, the House Ways and Means Committee released draft legislation that proposes a series of tax increases and tax cuts, which will undergo a round of markups by the Committee. Most
U.S. Treasury Proposes New Cryptocurrency Tax Compliance Rules
Cryptocurrencies have rapidly gained market acceptance and the U.S. government is determined to establish rules for reporting cryptocurrency transactions. In the latest proposed tax compliance rules
BKD Podcast: Reconciling Reconciliation & More
BKD CPAs & Advisors
Guest Travis Lucas returns to the podcast to join host Damien Martin in boiling down the thousands of pages of recently introduced proposed legislative text. Listen to find out what the proposals
Major Tax Changes in Draft Reconciliation Bill
Waller Lansden Dortch & Davis
The U.S. House Ways and Means Committee has released its draft budget reconciliation bill. While the provisions presented are subject to ongoing negotiations, some are more likely to pass than others
Proposed Legislation Creates Uncertainty Around SEC Family Office Exemption
Waller Lansden Dortch & Davis
If passed, proposed legislation H.R. 4620 would change the definition used by the SEC for the Family Office Exemption resulting in some Family Offices no longer qualifying for the exemption. Also,
Empowered Planning: Your Personal Financial Strategy
Knowledge is power, especially when seeking to build and maintain a strong financial foundation during these changing economic times. From this webcast, you will learn:the steps to solidify your