Tax and Estate Planning


Simply Tax Podcast: 2021 Tax Filing Season Begins
BKD CPAs & Advisors
In this episode, guests Amy Miller and Alex of the AICPA Tax Policy & Advocacy Team share updates and provide insights into the areas the team is closely watching and working in. Here's what
Inflation—the Good, the Bad, and the Ugly
Abbot Downing
Inflation is almost always a topic of discussion when thinking about and planning for the future. This paper explores the many factors that affect the inflation rate, whether an uptick in inflation
Checklist for Changing State Domicile
BNY Mellon Wealth Management
Taking affirmative steps to move one’s property and connections out of their old home is critical to avoiding undesired consequences, such as dual domicile treatment or taxation by another
Why Transitioning from Active to Passive Doesn't Have to be Taxing
Investors shouldn't let taxes prevent them from choosing better investment options. Transitioning to a tax-managed SMA may help minimize upfront tax cost and provide opportunities over time to
Tax Planning After the 2020 Election … And 2021 Runoffs
Hemenway & Barnes
For the first time in a decade, the Democratic party controls the Senate (narrowly), House, and Presidency in the U.S. As a result, many believe there will be significant legislative changes to
Strength, Resilience, & Control: Wealth Planning Strategies for 2021
Although the future is unpredictable, we do know that financial planning can allow families and their advisors to operate from a position of strength and resilience, no matter the changes that lie
Considerations for Family Legacy Planning
Ascent Private Capital Management of U.S. Bank
Managing family wealth over the long-term requires careful thought and a well-structured estate plan. Before making specific decisions about what’s best for your wealth, it’s wise to
Planning for Potential Tax Law Changes
Gresham Partners
With the Democrats controlling both houses of Congress and the White House, it is timely to focus on the potential tax law changes they might propose. Although it may seem unlikely the changes will
Wealth Planning Outlook: Renewed Purpose
Northern Trust
Individuals, families, businesses, organizations will long be contending with the COVID-19 impacts of 2020. Against this backdrop, five key themes emerge in the wealth planning outlook for 2021:
Family Inheritance: Does Fair Mean Equal?
Ascent Private Capital Management of U.S. Bank
Many families who have significant assets to pass on later in life or at death may think that being “fair and equal” in the treatment of family beneficiaries is an easy process. However,