Posted on: June 14, 2023
Part of the agency’s latest annual ‘Dirty Dozen’ scams, these potentially ‘abusive arrangements’ involve charitable remainder annuity trusts and monetized installment sales.
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Posted on: January 16, 2023
When the 7520 rate is low—as it has been for 15 years—opportunities for good planning abound. However, what about when the rate is high? Few estate planners have needed to ask themselves that question until very recently.
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Posted on: January 2, 2023
It may be better to give than to receive. However, it may be even better to give and see your generosity rewarded.
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Posted on: December 23, 2022
Grantor-retained annuity trusts, or ‘Grats,’ are a wealth-transfer technique that shift investment growth out of an estate to heirs tax-free.
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Posted on: December 21, 2022
With a charitable tax deduction, you can donate to a good cause and cut your tax bill at the same time.
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