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Tax Proposal Could Bring Sweeping Changes to Estate Planning

By High Net Worth Individuals, Individual Tax, Insights, Tax Planning & Consulting

On Monday, September 13, 2021, House Ways and Committee Chairman Richard Neal released the first draft of the House Democrats’ tax legislation (including both tax increases and tax relief) they expect to consider as part of the budget reconciliation process, intended to fund key programs under President Biden’s “Build Back Better” program.

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Is Now the Time to Expatriate? Long-Term Implications of the Biden Tax Reform Plan for High Net Worth Families

By High Net Worth Individuals, Individual Tax, Insights, Tax Planning & Consulting

On Monday, September 13, 2021, House Ways and Committee Chairman Richard Neal released the first draft of the House Democrats’ tax legislation (including both tax increases and tax relief) they expect to consider as part of the budget reconciliation process, intended to fund key programs under President Biden’s “Build Back Better” program.

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Uncertainty Complicates 2020 Year-End Tax Planning

By Business Tax, High Net Worth Individuals, Individual Tax, Insights, Tax Planning & Consulting, Trusts & Estate Planning

As 2020 comes to a close, individuals and businesses are looking to carry out their year-end tax planning in a potentially changing political landscape. Although Vice President Joe Biden is expected to be sworn in as president on January 20, 2021 and Democrats have maintained control of the House of Representatives, the Senate remains undecided because of two run-off races in Georgia scheduled for January 5, 2021.

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BT Webinar Provides Tips to Election-Proof Your Estate Plan

By Events, High Net Worth Individuals, Individual Tax, Trusts & Estate Planning

With all eyes on the November election, many are wondering what impact the upcoming presidential and congressional races might have on estate planning. To provide answers, Bennett Thrasher’s Estates & Trusts practice partnered with BT Wealth Management and Djuric Spratt to present, “Estate Planning in an Election Year.”

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2020 Estate Planning Update

By High Net Worth Individuals, Individual Tax, Insights, Trusts & Estate Planning

2020 has been a year of unprecedented uncertainty for many individuals and businesses, with the coronavirus pandemic wreaking havoc on the economy, financial markets, industry segments, financial prospects for individual companies and the valuations of asset holdings. More change could be coming this fall, with an election, the prospect of a new administration on the horizon and the uncertainty of future economic conditions.

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