Firm Insights
Private Client Services
Changes During COVID-19: Gift Tax Return and Payment of Tax Postponed but Additional Tax Postponements and Clarifications Requested
On March 18, 2020, in response to the COVID-19 pandemic, the Treasury Department (“Treasury”) and the…
Income Tax Savings Opportunity: Credit Shelter Trust vs. Marital Trust
No one likes the idea of paying taxes, and having a “gross estate” for estate tax…