How Super-Wealthy Americans Fare Under Biden's New Tax Plan
By Ben Steverman and Laura DavisonHardest hit are those who make lots of money but have few legal options for sheltering it, like business owners.
September 09, 2021
Jamie Hopkins' 10 Tips for Estate Planning Amid Legislative UnknownsFollowing a reliable process can help advisors pivot if estate taxes rise or the step-up in basis is scaled back, Hopkins says.
June 22, 2021
5 Planning Strategies to Use if Biden Repeals Stepped-Up BasisSuch a move would reverse "a century of tax law" and have "far-reaching ramifications," says tax expert Andy Friedman.
June 16, 2021
Should Inherited Property Be Taxable at the Owner's Death?Two professors debate President Joe Biden's proposal to make inheriting property a taxable event.
June 16, 2021
Biden's Estate Tax Overhaul: Forewarned Is ForearmedWhile it may not come to fruition, the American Families Plan includes the largest tax increase on the wealthiest in over a century.
June 11, 2021
Roth IRA Conversions: When Is the Best Time?While now is a good time for many clients to make Roth conversions, individual circumstances are paramount.
June 10, 2021
World's Richest Face Tax Blow After 40% Wealth Surge to $8.4TNow, a group powerful enough to challenge the supremacy of the tech titans is on the verge of taking action.
June 08, 2021
Does Your Client's Estate Plan Need Tax Insurance?While tax insurance is widely used in M&A transactions, it can play a similar role when estate plans veer off track.