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Cherry Bekaert

Guidance

Case Study

Protecting Family Assets and Future Generations with Proactive Estate Plann...

Discover how Cherry Bekaert helped a real estate business in proactive estate planning, securing the...

calendar iconFebruary 19, 2024
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Article

Charitable Remainder Annuity Trusts: Is Time Running Out?

Explore the impact of falling interest rates on Charitable Remainder Annuity Trusts (CRATs) and the ...

calendar iconJanuary 19, 2024
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Podcast

TCJA: Estate & Trust Planning Update

Maximize benefits with a guide to TCJA's gift tax rules. Explore strategic moves, adapt to changes, ...

calendar iconJanuary 18, 2024
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Article

Federal Estate and Gift Tax Exemption Will Sunset After 2025: How to Prepar...

Changes are coming to estate planning laws. The federal lifetime estate and gift tax exemption will ...

calendar iconJune 15, 2023
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Article

SECURE Act 2.0: Summary of Key Tax and Retirement Provisions

SECURE 2.0 covers changes to retirement provisions designed to increase retirement savings. In this ...

calendar iconJanuary 09, 2023
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Podcast

The New, Known and Unknown With Required Minimum Distributions: 2022 Year-E...

Listen to our podcast to learn how to prepare your required minimum distributions (RMDs) for year-en...

calendar iconJanuary 03, 2023
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Brochure

Impact of TCJA Tax Reform on Individuals, Estates and Trusts

Let us help you decipher how the Tax Cuts and Jobs Act (TCJA) tax reform can affect individual taxpa...

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Alert

Build Back Better Act Tax Proposals: Considerations for Private Investment ...

Find out more on proposed tax changes to be incorporated in the Build Back Better Act and an impact ...

calendar iconOctober 11, 2021
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Podcast

Q&A on Proposed Tax Rate Changes for Individuals per the Treasury̵...

Listen to our podcast to learn how the proposed tax law changes may impact individuals. Find out ide...

calendar iconSeptember 14, 2021
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Article

Controlling Income Recognition using a Charitable Trust

With capital gains tax rate changes looming in Washington, learn more on controlling income recognit...

calendar iconAugust 12, 2021
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Article

Estate Tax Planning Under the New Biden Administration

Find out more about proposed changes to gift and estate laws and how it could result in more tax on ...

calendar iconJuly 13, 2021
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Podcast

Tax Challenges Impacting the SPACs Boom

Listen to our podcast to learn about tax challenges for Special Purpose Acquisition Companies. Conta...

calendar iconJuly 12, 2021
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