BT Webinar Provides Tips to Election-Proof Your Estate Plan

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.”

2020 Estate Planning Update

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.

Non-Cash Charitable Giving Opportunities

Most taxpayers are aware of the income tax deduction for donations to qualified charitable organizations, and many take advantage of this opportunity to benefit a good cause while reducing their tax bill.

IRS Hurricane Relief Alert

On September 19, 2017, the Internal Revenue Service extended disaster relief for taxpayers affected by Hurricane Irma to all 159 counties in the state of Georgia. The announcement was issued shortly after the President declared a state of emergency in Georgia and authorized federal relief efforts.

Trump Tax Proposal Update

On Wednesday, April 26th, the White House released an initial statement on President Trump’s goals for tax reform in the coming year.

New Tax Return Filing Deadlines for the 2017 Filing Season

It is that time of year again for taxpayers to begin organizing their financial and tax information to collaborate with their tax advisers in light of the approaching tax filing season. Taxpayers should be aware of the new due dates to ensure information is provided timely so that their tax returns are filed on time or appropriate extension requests granted.

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