Tax and Estate Planning


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,
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
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
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
House Proposal Brings Big Changes for Estate Planning
Greensfelder, Hemker & Gale, P.C.
On Monday, September 13, 2021, the House Ways and Means Committee released the text for proposed tax changes to be incorporated in a budget reconciliation bill called the Build Back Better Act. The
Empowered Planning: Your Business Transition
The decision to sell your business is a big one, and you’re far from alone if you’re thinking about making this kind of transition. Listen to this on-demand webinar and download the
Budget Reconciliation Bill Might Have Big Impact on Capital Gains Taxes
Waller Lansden Dortch & Davis
An increase in the long-term capital gains tax is a possibility as the U.S. tax increases are being considered in Congress as part of a large budget reconciliation bill. With the anticipation of the
The Time for Estate Planning is Now
BMO Family Office
Today’s environment is perfect for high net worth individuals and families to maximize flexibility, minimize taxation, and execute their desired plan. But given the current economic and
Decluttering Tax Management
From the tax-aware to the tax-focused investment manager, it is clear that there is no one-size-fits-all solution to most investors’ circumstances. But after decluttering and tidying the tax