Tax and Estate Planning

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U.S. Treasury Proposes New Cryptocurrency Tax Compliance Rules
Rehmann
Cryptocurrencies have rapidly gained market acceptance and the U.S. government is determined to establish rules for reporting cryptocurrency transactions. In the latest proposed tax compliance rules
Major Tax Changes in Draft Reconciliation Bill
Waller Lansden Dortch & Davis (now part of Holland & Knight)
The U.S. House Ways and Means Committee has released its draft budget reconciliation bill. While the provisions presented are subject to ongoing negotiations, some are more likely to pass than others
BKD Podcast: Reconciling Reconciliation & More
BKD CPAs & Advisors
As the fast-moving tax reform train continues to pick up speed, Travis Lucas joins host Damien Martin in boiling down the thousands of pages of recently introduced proposed legislative text. Find out
Proposed Legislation Creates Uncertainty Around SEC Family Office Exemption
Waller Lansden Dortch & Davis (now part of Holland & Knight)
If passed, proposed legislation H.R. 4620 would change the definition used by the SEC for the Family Office Exemption resulting in some Family Offices no longer qualifying for the exemption. Also,
House Proposal Brings Big Changes for Estate Planning
Greensfelder, Hemker & Gale, P.C.
On Monday, September 13, 2021, the House Ways and Means Committee released the text for proposed tax changes to be incorporated in a budget reconciliation bill called the Build Back Better Act. The
Empowered Planning: Your Personal Financial Strategy
Rehmann
Knowledge is power, especially when seeking to build and maintain a strong financial foundation during these changing economic times. From this webcast, you will learn:the steps to solidify your
Empowered Planning: Your Business Transition
Rehmann
The decision to sell your business is a big one, and you’re far from alone if you’re thinking about making this kind of transition. In this webinar, learn how to determine the right time
The Time for Estate Planning is Now
BMO Family Office
Today’s environment is perfect for high net worth individuals and families to maximize flexibility, minimize taxation, and execute their desired plan. But given the current economic and
Decluttering Tax Management
Parametric
From the tax-aware to the tax-focused investment manager, it is clear that there is no one-size-fits-all solution to most investors’ circumstances. But after decluttering and tidying the tax
S Corporation Valuation Analysis Considerations
Willamette Management Associates
S corporations have become the most common business taxation structure in the United States since its creation in 1958, allowing businesses to achieve the advantages of the corporate