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Market Commentary Blog
Candid About Compliance
Estate & Tax Planning Blog
Campus Health Blog
52 Meditations on Retirement
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December 8, 2021
Fall 2021 Magazine
Fall 2021 Magazine
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November 19, 2021
Legislative Update: Build Back Better
On Nov. 3, 2021, following the Oct. 28, 2021, release of the negotiated Build Back Better plan, the…
Legislative Update: Build Back Better
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November 5, 2021
Tax Reform: New Legislative Language Released
Tax reform in 2021 continues to be a wild ride. Additional language was released on November 3. According to Finseca, the 2135-page legislation makes several…
Tax Reform: New Legislative Language Released
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October 28, 2021
The "Neal Proposal": Proposed Legislation and Action Items
Released on Sept. 13, 2021, the "Neal Proposal" to the U.S. House of Representatives Ways and Means…
The "Neal Proposal": Proposed Legislation and Action Items
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October 28, 2021
Wealth Transfer Under the Biden Tax Plan
President Joe Biden is proposing to eliminate "stepped-up basis" on property transferred at death…
Wealth Transfer Under the Biden Tax Plan
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October 28, 2021
Proposed Legislative Changes Would Impact Use of ILITs in Estate Planning
This paper discusses proposed legislation that would impact current life insurance and estate…
Proposed Legislative Changes Would Impact Use of ILITs in Estate Planning
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