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On October 10, 2023, the U.S. Securities and Exchange Commission (the “SEC”) adopted final rule amendments (the “Final Rules”) that implement various changes to the reporting and filing...
September 2023 AFRs and 7520 Rate - The September 2023 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5%, which was the s...
The September 2023 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5%, which was the same as the August 2023 rate.
From time to time, lawyers, accountants and financial professionals serve clients who are terminally ill. The question of end-of-life care can lead to a di...
A recent change in the age for required minimum distributions from 72 to 73 has caused “mischaracterized” RMDs.