Tax and Estate Planning

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NFT Tax Overview: Considerations for Creators and Investors
BDO
Non-fungible Tokens (NFT) now represent a broad class of investments, from collectibles to more financial-type assets. As the applications advance, the existing consensus on the tax treatment of NFTs
Biden Administration's FY 2023 Budget Plan Calls for Corporate, High-Net-Worth Individuals Tax Hikes
BDO
The Biden administration’s fiscal year 2023 budget blueprint that was released on March 28, and it consisted of a mix of familiar proposals and brand-new initiatives that reflect the President
IRS Proposes Regulations Affecting Estate and Gift Taxes
Waller Lansden Dortch & Davis (now part of Holland & Knight)
New regulations proposed by the IRS seek to address the basic exclusion amount for estate and gift taxes which was doubled in 2017 under the Tax Cuts and Jobs Act. The doubling of the exemption is
Your Wealth Management Plan from the Ground Up
BMO Family Office
A meaningful wealth planning strategy embodies your vision, hopes, and personality, all to ensure you are financially well situated over your lifetime. By developing a solid blueprint, you can
2022 Tax and Estate Planning Update
FOX’s annual estate planning webcast will lead participants through a thoughtful discussion of some of the most important topics and developments that were covered at the 56th Annual Heckerling
Tax-Smart Philanthropy for 2022
Schwab Advisor Family Office
For the charitably inclined individuals and families who are exploring ways to reduce their tax expose and maximize their charitable impact in 2022, there are eight tax-smart tips for charitable
Options for Funding a Buy-Sell Agreement: the Case for Life Insurance
Baker Tilly
As the owner of a closely held business, proper planning will ensure that, if something happens to you, your business interest is transferred according to wishes. Having a buy-sell agreement in place
Benefit Charities, Maximize After-Tax Returns
Waller Lansden Dortch & Davis (now part of Holland & Knight)
A Net Income with Makeup Charitable Remainder Unitrust (NIMCRUT) is a unique wealth planning strategy and is an effective means to maximize after-tax returns, as well as benefiting charities in
Digital Assets: An Essential Component of your Estate Plan
BMO Family Office
Without proper planning, digital assets could be lost. For executors, a challenge is often just determining whether digital assets are in the decedent's estate, and then determining the powers
2022 Personal Tax Planning Update
Hemenway & Barnes
Each new year brings with it new tax-savings opportunities. This year, a list of strategies and tips to consider in your tax planning are provided, including charts showing the federal estate