Tax and Estate Planning


We May Never See a Better Environment for Transferring Wealth … Here’s Why
It may seem that there will always be time to address estate planning. However, a unique opportunity to maximize the amount of wealth that can be tax-efficiently passed to heirs will expire at the
Jurisdiction Comparison for Wealth Transfer Planning
Willow Street Group
For one reason or another, many families are reevaluating and modifying their fiduciary structures. To assist in these discussions, a reference summary of state laws is provided for consideration
State Income Tax Planning with ING Trusts
Baker Tilly
Residents in 43 states pay state income tax, with the highest rate being 13.3%. When combined with the top federal marginal tax rate and the net investment income tax, residents subject to the
Global Family Business Tax Monitor 2023
With more business families going global, it’s imperative that family businesses consider the tax implications as well as the business and personal factors when planning a family business
12 Tax-Smart Charitable Giving Tips for 2023
Schwab Advisor Family Office
Persistent inflation and high interest rates have driven up costs and negatively affected charities. As a result, taking an efficient, tax-smart approach to maximizing donor impact has never been
Building and Navigating Your Personal Financial Plan
While it can happen at any time, it’s usually at year’s end that brings a wealth of considerations to the table for individuals—setting the right tax strategy, determining your
2023 Personal Tax Planning Update
Hemenway & Barnes
Effective tax planning can accomplish much more than limiting the tax liabilities for the current and future years. With a closer look at the federal state and gift tax exemption levels and other tax
The 2023 Tax Reference Guide
William Blair & Company
For income earned in 2023 and tax returns filed in 2024, this reference guide provides information on the tax rate schedules, exemptions, and contributions to savings plans. 
SECURE 2.0 Act: Key Takeaways Affecting Retirement Plans
Greensfelder, Hemker & Gale, P.C.
The SECURE 2.0 Act of 2022, signed into law by President Joe Biden on December 29, 2022, makes significant changes to the administration and taxation of retirement plans. It addresses many practical
Accounting and Tax Trends in Philanthropy
The quest for nonprofit funding and ways to obtain it continues to evolve while donors want to know the impact of their funds. In this discussion, BPM’s Daniel Figueredo and Tami McInerney