New Tax Proposals in the Build Back Better Act (BBBA)
The American Families Plan and Build Back Better Act are proposing major tax changes for 2022. Here are some new laws that could affect your estate plan and financial plan.
What is Disclaimer Trust Planning?
Learn more about disclaimer trust planning and renunciations under New York state and Federal law.
Planning for Potential Future Tax Policy Changes
Here are 12 of the proposed tax changes from President Biden, and how they may affect your tax plan and/or estate plan.
What is an Internal Revenue Code Section 303 Stock Redemption? (Part 1)
Here is some information you need to know about Internal Revenue Code Section 303 stock redemptions.
Calculating Your Adjusted Gross Income (AGI)
Understanding your adjusted gross income (AGI) can help you with annual tax planning and long-term estate tax planning. Learn more…
What You Need to Know About the Federal Estate Tax
Thomas D. Glascock breaks down the past, present and future of the Federal Estate Tax and New York estate tax laws.
