TAX

Recent Developments in Estate Planning
 

Recent Developments in Estate Planning

Posted: October 7, 2019
This article from The Tax Adviser examines developments in estate, gift, and generation-skipping transfer (GST) tax and fiduciary income tax and discusses trusts, GST tax, and inflation adjustments for 2019.

Trust and Estate Income Tax Returns Under the TCJA
 

Trust and Estate Income Tax Returns Under the TCJA

Posted: March 22, 2019
Preparers of these so-called fiduciary returns should review changes - including new opportunities for tax savings - enacted by the law known as the Tax Cuts and Jobs Act.

Making Large Gifts Now Won’t Harm Estates After 2025
 

Making Large Gifts Now Won’t Harm Estates After 2025

Posted: November 21, 2018
The IRS has announced that individuals taking advantage of the increased gift and estate tax exclusion amounts in effect from 2018 to 2025 will not be adversely impacted after 2025 when the exclusion amount is scheduled to drop to pre-2018 levels.

The Effect of Tax Law Changes on Financial Planning
 

The Effect of Tax Law Changes on Financial Planning

Posted: August 2, 2018
Taking advantage of tax efficiency can make a significant difference in your clients’ personal lifestyles during retire­ment. It is most often the clients’ biggest expenditure, so it is important to help them reach their goals by following the new strategies available.

New Jersey Tax Law Changes for 2018
 

New Jersey Tax Law Changes for 2018

Posted: December 19, 2017
Retirees and other New Jersey residents will face a variety of tax changes in 2018 as part of the provisions in the Transportation Trust Fund and tax relief bill of 2016. Read to find out more specifics related to veterans and sales and use, retirement income and estate taxes.

Protecting Your Legacy
 

Protecting Your Legacy

Posted: December 4, 2017
Expecting to leave your family financially secure when you’re gone is an important goal, but some people don’t reach it because of simple oversights in their planning for the future. Here are some tips.