Financial & Tax Planning

Want to hear the conference call?

Comprehensive tax legislation is on the precipice of being signed into law. As you may suspect, we have been actively following the House and Senate versions of tax legislation as they made their way through the Conference Committee. With regard to your tax planning, we think it is relevant that you have information on key topics. In the following piece, we highlight some important components of The Tax Cuts and Jobs Act.

President-elect Donald Trump and House Republicans are pushing to implement tax reform legislation early next year, possibly within the first 100 days of Trump’s term. It remains to be seen how closely they will work with their Senate counterparts.

The Treasury Department and IRS recently issued long-awaited proposed regulations that challenge valuation discounts on transfers of interests in family-controlled entities for estate, gift and generation-skipping transfer (GST) tax purposes.

Social Security - File & Suspend vs. Restricted Application
November 06, 2015

While "File & Suspending" and "Filing a Restricted Application" may appear to be the same strategy on the surface, they are actually two separate approaches used to maximize Social Security benefits.

Dee Ann Remo and Ben Wafle sit down to discuss the importance of a family meeting.