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Posts in July, 2018

  • Jul 25 Pet Trusts

    Introduction Pet ownership is on the rise in America. For some this is no surprise as new benefits of pet ownership are being ...

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  • Jul 23 Taking Care with S Corporation Trusts

    When it comes to trusts being eligible S corporation shareholders the rules concerning how a trust qualifies, what trusts qualify, ...

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  • Jul 16 Tax Changes Impact on the Life Settlement Industry

    The tax changes enacted by Congress at the close of 2017 were sweeping and affected nearly every area of taxation for U.S. ...

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  • Jul 13 Late Portability Elections Simplified

    Most people have heard of the estate and gift tax exemption for purposes of federal estate or gift taxes in the United States. ...

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  • Jul 12 Non-Working Spouse and a Rental Property Create a Tax Planning Opportunity

    One issue that comes up quite frequently with our clients is one spouse working and generating more than $200k annually, one ...

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  • Jul 10 Nonresident Aliens Can Now Be S Corp Shareholders via an ESBT

    Introduction Prior to 2018, the Code generally prohibited nonresident aliens from being shareholders of S Corporations. [1] The ...

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