Recent Insights
28:24
Speakers: Sarah McGregor, Michael G. Kirkman
Maximize benefits with a guide to TCJA's gift tax rules. Explore strategic moves, adapt to changes, and secure your family's financial well-being.
Article
June 15, 2023
Changes are coming to estate planning laws. The federal lifetime estate and gift tax exemption will sunset after 2025. Learn how to prepare now.
Article
January 9, 2023
SECURE Act 2.0 covers changes to retirement provisions designed to increase retirement savings. In this summary, we highlight key provisions that will take effect in 2023 & 2024.
14:09
Speakers: Michael G. Kirkman, Deborah Walker
Listen to our podcast to learn how to prepare your required minimum distributions (RMDs) for year-end and how to be proactive for 2023 and beyond.
Alert
October 11, 2021
Find out more on proposed tax changes to be incorporated in the Build Back Better Act and an impact they could have on the private investment funds & sponsors.
Article
August 12, 2021
With capital gains tax rate changes looming in Washington, learn more on controlling income recognition using a charitable trust.
Article
July 13, 2021
Find out more about proposed changes to gift and estate laws and how it could result in more tax on high-net-worth individuals and families.
Article
April 1, 2021
Find out more on the separation from service rule and the 10 percent tax penalty and learn how to protect your retirement savings from penalties.
Webinar Recording
January 12, 2021
Watch our webinar on exit planning and learn about insider transfers including steps to take before you plan, guiding principles to success, and more.
Alert
January 4, 2021
Discover how the new rules for U.S. Trusts can effect the beneficiaries of your small business.