Reprinted from Estate Planning Review – The Journal November 20, 2018 A 35 page review of income tax, financial and estate planning and other practical ideas on a wide range of topics: business tax planning, 199A, life insurance, deductions, education and disability planning, retirement planning, practice management and estate planning. This special report is from…
Reprinted from Leimberg Information Services, Inc. by Jonathan G. Blattmachr and Martin M. Shenkman December 3, 2018 “In the wake of the Tax Cut Jobs Act of 2017 (‘Act’), the focus of planning discussions has shifted to the use of non-grantor trusts to secure income tax deduction, and perhaps secondarily to the use of the…
Date and Time of Webinar: Wednesday, November 14th at 3:00 p.m. Description: Incomplete non-grantor trust (“ING” Trusts), called “DINGs” if in Delaware, “NINGs” If in Nevada, and so on, are not grantor trusts for income tax purposes. Traditionally transfers to INGs are not completed gifts for gift tax purposes. These trusts can provide a…
Trusts have evolved throughout the decades, with numerous techniques allowing for a trust to be customized to suit the needs of individuals. A PowerPoint discussing basic concepts of trusts can be downloaded here.
Steve Leimberg’s Income Tax Planning Email Newsletter Archive Message #136 Date:12-Mar-18 Subject: Alan Gassman, Martin Shenkman, Jonathan Blattmachr & Brandon Ketron – Using Multiple Entities to Reduce Income Taxes for Families Owning Personal Service Corporations Under Section 199A and Unique Concerns *Recently Published on Leimberg Information Services, Inc. (LISI). “Planners have great challenges with respect…
These notes were originally published in Steve Leimberg’s Estate Planning Email Newsletter Archive Message #2620. They can be viewed here.
These notes were originally published in Steve Leimberg’s Estate Planning Email Newsletter Archive Message #2621. They can be viewed here.
These notes were originally published in Steve Leimberg’s Estate Planning Email Newsletter Archive Message #2623. They can be viewed here.
Consumer: Passwords and digital assets should be secured and documented.
Consumer: Crowdfunding website terms of service agreements.