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The 65-Day Rule for Trusts and Estates and Its Interplay with Form 1041-T

The 65-Day Rule for Trusts and Estates and Its Interplay with Form 1041-T Are you the fiduciary of a complex…

Maureen JasperMarch 2, 2025

Articles Estate and Trust Tax Services

IRS Reduces the Burden of Estate Tax Basis Consistency Reporting

Long awaited relief from the Proposed Regulations issued in 2016 finally arrived in September 2024 via the Final Regulations for…

Christine PronekJanuary 9, 2025

Articles Estate and Trust Tax Services

Estate Planning…Now…or Later?

As we approach the end of the year, it is never too early to start planning your gifting for 2025.…

Robert PalentcharDecember 20, 2024

Articles Estate and Trust International Tax

The IRS Halts Automatic Penalties Related to Forms 3520 and 3520-A

What are Forms 3520 and 3520-A? Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain…

Franchelly Diaz ColonNovember 5, 2024

Articles Estate and Trust Tax Services

Federal Gift & Estate Tax Exemption and Annual Exclusion Updated for Inflation

As we are already more than halfway through January, there is no better time than the present to start planning…

Justin DekovicsJanuary 19, 2024

Estate and Trust Multimedia WG Podcast

Navigating Year-End Gifting & Estate and Trust Considerations

Join Partner Brian Geissler and host Chris Frederick as they discuss year-end gifting and planning for estates and trusts. Listen to The Balance Sheet…

Brian GeisslerDecember 8, 2023

Estate and Trust Multimedia WG Podcast

Estate and Gift Tax Exemptions: Maximize the Benefit

Estate and Gift Tax Exemptions: Maximize the Benefit All of us have heard the saying; there are two things certain…

Maureen JasperMarch 1, 2023

Articles Estate and Trust

Gift & Estate Tax: Amounts Updated for Inflation

Gift & Estate Tax: Amounts Updated for Inflation Now that the 2021 tax filing season is over and fall is…

Robert PalentcharOctober 26, 2022

Articles Estate and Trust Individual Tax

Generation-Skipping Transfer – Another Transfer Tax?

The Generation-Skipping Transfer (GST) tax, in conjunction with the Gift and Estate Tax, is an additional tax imposed on transfers…

Alexander PisaniAugust 10, 2022

Articles Estate and Trust

Did You Know “DSUE – The Best Ability is Portability”

Although football season is over, it’s never a bad time for a football reference. When it comes to a players’…

Alexander PisaniFebruary 24, 2022

Estate and Trust

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