Estate Planning Summary of Proposed Tax Legislation SUMMARY OF PROPOSED TAX LEGISLATION On September 13, 2021, the House Ways and Means Committee…Laurie CarlyleSeptember 30, 2021
Estate Planning Beneficiary Trusts – A Better Way to Leave Inheritance to Children Beneficiary Trusts – A Better Way to Leave Inheritance to Children There is a…Laurie CarlyleOctober 19, 2020
Business Planning Practical Asset Protection – Link to Video https://www.youtube.com/watch?v=5PthlmX5dbMLaurie CarlyleJune 17, 2020
Business Planning Legal Considerations for Business Contracts re: COVID-19 COVID -19: BUSINESS AND LEGAL IMPLICATIONS FOR CONTRACTS: BETTER DUST OFF YOUR AGREEMENTS The…redoliveApril 9, 2020
Business Planning Forgiveable Loans COVID-19 UPDATE Forgivable Loans Under the Paycheck Protection Program As part of our continuing…redoliveApril 9, 2020
Estate Planning A New Way to Think About Inheritance See the Ted Talk by David York here: Click HereLaurie CarlyleApril 16, 2020
Estate Planning No Good Deed Goes Unpunished No Good Deed Goes Unpunished: The Risks and Issues Facing the Trustee of An Irrevocable…Laurie CarlyleApril 16, 2020
Estate Planning Marital Step Up Trusts The Marital Step-Up TrustTM: A Fundamental Shift in How an Estate Plan Should be Designed…redoliveApril 16, 2020
Business Planning Incentive Compensation Arrangements Hiring and retaining good employees is critical to the success of any business enterprise. It…redoliveApril 9, 2020
Estate Planning GRATs or Gratitude? What’s Wrong with Traditional Estate Planning and What to Do About It By David…redoliveApril 10, 2020
Estate Planning How To Design a Riveted Estate Plan Based on the book Riveted: 44 Values That Change the World by David R. York…redoliveApril 10, 2020
Estate Planning Entrusted Estate Planning in a Volatile, Uncertain, Complex, and Ambiguous World By David R. York, Esq., CPA Editor’s Note: This article is based on the…redoliveApril 8, 2020
Estate Planning Basis Basics and Beyond: Strategies for Estate Planners Well-chosen titling of property and gift arrangements can make use of the tax basis rules…redoliveApril 8, 2020
Estate Planning The Business of Family BY DAVID R. YORK & TINA LOVEJOY Rivers have a strong role throughout world history.…redoliveApril 8, 2020
Estate Planning 5 Methods to Reduce Tax to Beneficiaries of IRA Distributions The elimination of the “stretch” IRA rules under the SECURE Act could negatively impact estate…York Howell and GuymonJanuary 7, 2020
Estate Planning 5 Ways of Reducing Taxes under the New SECURE Act According to the Federal Reserve System, one-quarter of non-retired adults have no retirement savings or…York Howell and GuymonJanuary 7, 2020