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Testamentary Trusts: The Best of Both Worlds
You have several different options when it comes to creating the right estate plan. Some people believe that a revocable ...
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Why You Might Have an Estate Tax Issue Soon
The Countdown Begins: Will We Keep the $10 Million Exemption? The year 2026 is quickly approaching, bringing substantial changes that ...
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Client Alert: CTA Imposes New Small Business Reporting Requirements Effective January 1, 2024
As of January 1, 2024, a new law called the Corporate Transparency Act (CTA) has gone into effect, which may ...
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2024 Federal Estate & Gift Tax Amount & New York Basic Exclusion Amount
On November 9, 2023, the IRS issued Revenue Procedure 2023-34, providing the annual inflation adjustments for tax provisions to be used ...
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