Estate and Gift Tax – Page 2 – Blueprint for Wealth

Treasury Withdraws Valuation Discount Regs!

On October 2nd, the Treasury Department announced that it is withdrawing the proposed regulations under Code Section 2704 (introduced in August 2016) that would have adversely affected taxpayers’ ability to…

Link to Tax Reform Framework

Following up on my earlier post, here is a link to the Tax Reform Framework.

Tax Reform Outline Released

The Republican-sponsored tax reform proposal released on Wednesday is being touted as the most radical change to the nation’s tax code in decades. According to the 9-page outline of the…

Advanced Estate Planning, Charitable Planning Techniques, pt. 8/8

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 8 of 8. This video focuses on charitable planning techniques.…

Advanced Estate Planning Essentials-Asset Protection Planning

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 1 of 8. This video focuses on asset protection planning,…

Estate Planning for Business Owners, GRATs, ILITs and Non-Business Assets, pt. 6/7

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 6 of 7. This video focuses on the use of…

Health Care Reform Dropped; Congress Turns to Tax Reform

House Republican leadership abruptly pulled the health care bill and will now turn to tax reform. Not repealing the Affordable Care Act creates a major problem for tax reform efforts, because…

Will the Estate Tax be Repealed in 2017?

Sen. John Thune (R-SD) announced that he and other Republicans will push for repeal of the federal estate tax in 2017 as part of more comprehensive tax reform, in lieu…

Another Summary of Trump and Republican Tax Proposals

Now that the election is over, tax reform is high on the agenda of the President-Elect and the Republican controlled Congress. For an excellent summary of the Trump and Republican…

10 Differences Between Clinton and Trump Tax Plans

Here is a summary of the top 10 differences between the Clinton and Trump tax proposals as outlined in their various position papers and on their web sites: Individual Tax…

Category: Estate and Gift Tax