Tax and Estate Planning


Best Practices for the Family Office Tax Function
Plante Moran
A best-in-class family office tax function goes beyond preparing timely tax returns to drive tax strategy and reduce the overall income, gift, and estate tax burden across generations. Given the role
Integrating Fiduciary and Family Office Structures with a Virtual Family Office
Willow Street Group
A private family trust company (PTC) often serves as an excellent governance framework and corporate structure for a virtual family office (VFO) by providing integrated, holistic oversight of
Volatile Economic Signals Present Opportunity for Beneficial Re-evaluation of Estate and Business Plans
Baker Tilly
After more than a decade of record low interest rates, the combination of inflation and increasing interest rates has investors jittery; however, it also presents an opportunity for high-net-worth
Biden Administration's FY 2023 Budget Plan Calls for Corporate, High-Net-Worth Individuals Tax Hikes
The Biden administration’s fiscal year 2023 budget blueprint that was released on March 28, and it consisted of a mix of familiar proposals and brand-new initiatives that reflect the President
NFT Tax Overview: Considerations for Creators and Investors
Non-fungible Tokens (NFT) now represent a broad class of investments, from collectibles to more financial-type assets. As the applications advance, the existing consensus on the tax treatment of NFTs
IRS Proposes Regulations Affecting Estate and Gift Taxes
Waller Lansden Dortch & Davis
New regulations proposed by the IRS seek to address the basic exclusion amount for estate and gift taxes which was doubled in 2017 under the Tax Cuts and Jobs Act. The doubling of the exemption is
Your Wealth Management Plan from the Ground Up
BMO Family Office
A meaningful wealth planning strategy embodies your vision, hopes, and personality, all to ensure you are financially well situated over your lifetime. By developing a solid blueprint, you can
2022 Tax and Estate Planning Update
FOX’s annual estate planning webcast will lead participants through a thoughtful discussion of some of the most important topics and developments that were covered at the 56th Annual Heckerling
Tax-Smart Philanthropy for 2022
Schwab Advisor Family Office
For the charitably inclined individuals and families who are exploring ways to reduce their tax expose and maximize their charitable impact in 2022, there are eight tax-smart tips for charitable
Options for Funding a Buy-Sell Agreement: the Case for Life Insurance
Baker Tilly
As the owner of a closely held business, proper planning will ensure that, if something happens to you, your business interest is transferred according to wishes. Having a buy-sell agreement in place