Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.
Director of Wealth and Trust Planning, Nick Bertha, was interviewed by Tyler Gallagher of Authority Magazine as part of an ongoing interview series in which leaders and experts weigh in and share insights on understanding cryptocurrency.
As readers of these Tax Alerts are aware, many tax proposals and “scares” emanate from Washington…
Ways & Means weighs in on Biden Tax Proposals, with significant changes.
I like to imagine that there is a mysterious, lost fifth verse of Peggy Lee’s “Is That All There Is?” (not too dissimilar from that enigmatic third verse of “Friends in Low Places”). In my parallel song universe, she solemnly describes the prospect of higher tax rates as an investor…
f you are an American citizen of means, you probably consider taxes to be one of your primary financial concerns and put considerable effort into making sure you are not paying more than you have to. So the following statement might shock you: The United States is a tax haven. The…
Changing your domicile to another state may cut your taxes, but the state you leave may not let it go so easily.