Tax Alert: Here We Go Again?
As readers of these Tax Alerts are aware, many tax proposals and “scares” emanate from Washington…
Tax Alert: The Changing Calculus
Ways & Means weighs in on Biden Tax Proposals, with significant changes.
Weekly Perspective: Is That All There Is… to a Tax Increase?
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…
U.S. Tax Strategies For Cross-border Families
For cross-border families, the U.S. is actually one of the world’s great tax-havens.
Charitable Lead Annuity Trust (CLAT)
If you want to place an asset in trust for your children, but don’t personally need or want to draw an annuity from it, you may like the idea of that asset providing an annuity to a charity instead. This is the role of the Charitable Lead Annuity Trust. In…
Charitable Remainder Unitrust (CRUT)
Doing well by doing good: Convert low-basis holdings into a tax-favored income stream and a tax-deductible charitable gift.
Dynasty Trust
The dynasty trust enables families to protect and accumulate wealth, unlike any other planning technique.
Grantor Retained Annuity Trust (GRAT)
Gift the future growth of assets, potentially free of gift and estate tax, while retaining for yourself the initial value as an annuity stream.
Spousal Limited Access Trust (SLAT)
Remove over $23 million from your taxable estate while effectively retaining the use of those assets for your family, protecting them from creditors, possibly for perpetuity.
U.S. Tax Strategies For Cross-border Families
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…
State of Change: Changing Your Domicile to Another State
Changing your domicile to another state may cut your taxes, but the state you leave may not let it go so easily.