Preservation | Family Wealth Protection & Planning

Subscribe

Blog Editors

Topics

Archives

Posts from September 2021.
By Keith Grissom on September 30, 2021 at 10:45 AM

On September 28, 2021, the House Budget Committee released a report that provides explanations with respect to certain provisions included in the proposed House bill called the Build Back Better Act (the “Report”).

Facebook Twitter LinkedIn Google+ Email
By Trusts & Estates Practice Group on September 29, 2021 at 10:30 AM

The Internal Revenue Service has released the Applicable Federal Rates (AFRs) for October 2021. AFRs are published monthly and represent the minimum interest rates that should be charged for family loans to avoid tax complications.

Facebook Twitter LinkedIn Google+ Email
By Keith Grissom on September 15, 2021 at 10:15 AM

On Monday, September 13, 2021, the House Ways and Means Committee released the text for proposed tax changes to be incorporated in a budget reconciliation bill called the Build Back Better Act (the “Act”). The 881-page text includes several significant changes to income and transfer taxes that could drastically change estate, gift and individual income tax planning if made into law.

Facebook Twitter LinkedIn Google+ Email

This website uses cookies to improve functionality and performance. If you choose to continue browsing this website, you consent to the use of cookies. Read our Privacy Policy here for details.