Private Split-Dollar Life Insurance: Minimizing Gift Tax Costs

Is a Long-Term Care Tax Coming to California?

Reducing Taxes On Inherited Retirement Accounts

IRS Releases 2023 Inflation-Adjusted Estate and Gift Tax Amounts

Special Trust Provisions Add Flexibility to Transfer Tax Reduction Strategies

Private Split-Dollar: Designing for Flexibility & Access

Estate Tax Funding Solutions That Fit A Business Owner's Needs

Private Split-Dollar: Applying the Tax Court's Lessons in Levine

Maximizing The Power Of Gifting

Commonly Used Terms: Trusts as Estate Planning Solutions

IRS Releases 2022 Inflation-Adjusted Estate and Gift Tax Amounts

House Reconciliation Package Includes Grantor Trust Revisions – Impact to Life Insurance

Tax Relief and Other Benefits of Life Insurance in Dynasty Trusts

Act Now: An Alternative to the Washington State "WA Cares Fund"

IRS Disagrees with 6th Circuit on Taxation of Split-Dollar for S Corporation Owner-Employees

Treasury Specifics on Tax Proposals - Release Green Book

American Families Plan: Capital gains and repeal step up in, estate tax changes out . . . for now

§7702 Explained - What You Need to Know

Gifting: A Strategy to Minimize Transfer Taxes

Powerful Ruling for Life Insurance: IRC Section 7702 Revisions