As the discount rate remains high, donors should strongly consider charitable gift planning using a charitable remainder trust (CRT). The CRT is a contender for charitable gifting when §7520 ...

Establish new gift trusts and leverage the bonus exclusion with discounted gifts. With thoughtful planning, growth of bonus exclusion used before the sunset over the course of a few generations ...

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Consider this strategy when you sell assets to a trust or when you shift ... A valuation discount is when the value of the gift is reduced because of factors such as lack of marketability of ...

The uber wealthy are preparing to gift millions of dollars before Trump tax cuts sunset at the end of 2025 to save on taxes, ...

Comprehensive income, gift, trust, and estate tax return preparation and planning are standard fare for many trust companies. Even escrow services and holding accounts for proceeds from 1031 ...

November 2024 AFRs and 7520 Rate - The November 2024 Section 7520 rate for use with estate planning techniques such as CRTs, ...

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The trust focuses on three main areas for investment: investment trusts on a discount to net asset value; family-controlled holding companies; and Japanese stocks. It aims to “identify valuation ...

The Independent Committee, in consultation with its financial and legal advisors, has reviewed the Dissidents’ Mini-Tender and considered numerous factors in reaching its recommendation. Consideration ...

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