Estate Taxes Articles

Attention Entrepreneurs: Help Shape the Future of Family Businesses – Contact Your Representatives Today!

We Need Your Help! Do It Now!   Contact Your Representatives in Congress. We Need Them to Join the Congressional Family Business Caucus Now! There are many reasons why you should contact your representative in Congress to support the Congressional Family Business...
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Calling All Supporters of Family Businesses: Act Now to Support the Congressional Family Business Caucus!

We Need Your Help! Do It Now!   Contact Your Representatives in Congress. We Need Them to Join the Congressional Family Business Caucus Now! There are many reasons why you should contact your representative in Congress to support the Congressional Family Business...
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Tax Policy Updates, Tax-Reform Proposal, Proposed Rules, and More

GOP Lawmakers Prepare Expansive Tax-Reform Proposal. House Republicans are expected to unveil an economic-growth package in the coming weeks that will encompass tax provisions relevant to a broad cross-section of the U.S. economy. Last month, House Ways and Means...
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Is the IRS Preparing for Audit Storm Among High Net-Worth Individuals?

by Thomas C. Berg, JR., CFA, ASA, CVA & David M. Eckstein, CFA IRS Releases Inflation Reduction Act Strategic Operating Plan: Is an Audit Storm Brewing for High Net-Worth Individuals?   In early April, the IRS released its long-anticipated Inflation Reduction...
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