Mar 16, 2018 | Estate Taxes
Policy and Taxation Group submitted this letter for Ways and Means Tax Policy Subcommittee Hearing held on Wednesday 3/14. The Honorable Vern Buchanan U.S. Congressman, Sixteenth District of Florida Chairman, House Ways and Means Tax Policy Subcommittee 1102 Longworth...
Mar 15, 2018 | Estate Taxes
To prepare for the opportunities in the year ahead, we have already begun engaging with lawmakers and identifying our champions – including Rep. Mike Kelly (R-PA), who we would like to see take the issue from Rep. Krisi Noem (R-ND) when she leaves Congress at the end...
Mar 14, 2018 | Family Businesses
Family businesses make up a significant portion of the global economy, accounting for two-thirds of all businesses worldwide. The Drucker School has designed its new flagship Institute to bring together world-class experts with the successors and representatives of...
Mar 8, 2018 | Estate Taxes
By Toby Eckert Senate Democrats unveiled on Wednesday a $1 trillion infrastructure plan that would be funded by repealing numerous tax cuts Republicans pushed through Congress last year. The plan would return the top individual tax rate to 39.6 percent, set the...
Feb 25, 2018 | Estate Taxes
If you happen to be in the Orange County, CA area and would like to hear my presentation as described below; please let me know, we would love to have you join us. Open To Supporters Only The Presentation and Lunch will be on: Tuesday, 4/3/18 at 11:30am to 1:00pm...
Feb 6, 2018 | Estate Taxes
By Allyson Versprille and Jorge Uquillas Estate tax repeal efforts aren’t dead, but tax law changes will make it harder for proponents to make headway anytime soon. “Getting enough Democrats to vote for repeal in the near term I think is going to be a pretty heavy...
Jan 5, 2018 | Estate Taxes
Wishing you all the very happiest of New Years, with the hope that the surprises that lie ahead in 2018 are only of the most positive kind. This is perhaps an appropriate, albeit bittersweet, segue way to where our Tax Bill effort ended up in 2017. Bittersweet because...
Dec 27, 2017 | Estate Taxes
Earlier today President Trump signed the just-passed tax reform legislation into law. Though there had been discussion that the President would wait until January to sign the legislation, last night Congress passed a government funding bill that includes a waiver of...
Dec 27, 2017 | Estate Taxes
Highlights of recently enacted Tax Reform Bill (HR1 “Tax Cuts and Jobs Act of 2017”) Individuals Double the estate, GST and gift tax exemption ($5.6 million to $11.2 million, indexed for inflation) for estates of decedents dying and gifts made after December 31, 2017,...
Dec 20, 2017 | Estate Taxes
The U.S. House again passes sweeping rewrite of the tax code with a vote of 224-201 of voting in favor and on HR1; Tax Cuts and Jobs Act. 16 Republicans voting against or not voting, and all Democrats opposing or not voting. The House voted again, after the Senate...
