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Month: October 2017

Business Success(ion) Planning Videos Now Available!

Over the next several weeks and months, we will be posting videos from the Business Success(ion) Planning Bootcamp for Advisors, led by Wayne M. Zell, Esq., to enhance the business planning understanding and toolbox of professionals and clients alike. The Bootcamp...

Corporate Tax Rate Cut Discussions Continue

As reported by BNA, House Ways and Means members are discussing a gradual phase-in for the corporate tax-rate cut that President Donald Trump and Republican leaders want — decreased down to 20 percent by 2022. The phase-in plan has been considered, but may not yet be...

Estate/Gift Exemption and Exclusion Rise in 2018

The IRS has announced that the applicable exclusion amount (i.e., lifetime estate tax and gift tax exemption) and the GST lifetime exclusion amount have increased to $5.6 million per individual effective January 1, 2018. Also, the annual gift tax and GST tax annual...

Niche Estate Planning for Digital Assets, pt. 5/5

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 6, part 5 of 5. This video focuses on niche-based strategies, with special emphasis on planning for digital assets. (Recorded on 10/19/16)

Treasury Withdraws Valuation Discount Regs!

On October 2nd, the Treasury Department announced that it is withdrawing the proposed regulations under Code Section 2704 (introduced in August 2016) that would have adversely affected taxpayers’ ability to use valuation discounts in transferring closely held business...