Summary of Proposed Tax Legislation
SUMMARY OF PROPOSED TAX LEGISLATION On September 13, 2021, the House Ways and Means Committee…
Laurie CarlyleSeptember 30, 2021
Resources
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
Practical Asset Protection – Link to Video
https://www.youtube.com/watch?v=5PthlmX5dbM
Laurie CarlyleJune 17, 2020
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
Forgiveable Loans
COVID-19 UPDATE Forgivable Loans Under the Paycheck Protection Program As part of our continuing…
redoliveApril 9, 2020
No Good Deed Goes Unpunished
No Good Deed Goes Unpunished: The Risks and Issues Facing the Trustee of An Irrevocable…
Laurie CarlyleApril 16, 2020
Marital Step Up Trusts
The Marital Step-Up TrustTM: A Fundamental Shift in How an Estate Plan Should be Designed…
redoliveApril 16, 2020
Incentive Compensation Arrangements
Hiring and retaining good employees is critical to the success of any business enterprise. It…
redoliveApril 9, 2020
GRATs or Gratitude?
What’s Wrong with Traditional Estate Planning and What to Do About It By David…
redoliveApril 10, 2020
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
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
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
The Business of Family
BY DAVID R. YORK & TINA LOVEJOY Rivers have a strong role throughout world history.…
redoliveApril 8, 2020
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
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
