- Kitces: 2018 Roth Conversion Planning After Tax Cuts and Jobs Act.
- Tax Notes: Non-Grantor Trusts Could Offer Way Around SALT Limitation (Subscription Required).
- Wealthy taxpayers in high-tax states looking for ways to mitigate the new tax law’s state and local tax deduction limitation might want to create multiple non-grantor trusts to multiply property tax deductions.
- Tax Notes: Doubled Exclusion May Reverse Valuation Discount Incentive (Subscription Required).
- During 2.27.18 ALI Webinar estate planning specialists noted that doubling of estate and gift tax exemptions may reverse incentive for valuation discounts.
- NYTImes: The Long List of Documents Taxpayers Should Keep.
- How TCJA Could Drive You to Divorce, Tax Notes (subscription required)
- Preventing Estate and Gift Exemption Clawback Seen as “Vexing”, Tax Notes (subscription required).
- Y Combinator President, Sam Altman, Offers Productivity Tips (including what bed to use).
- Chambliss: Choosing Retirement Account Beneficiaries Requires Some Thought.
- NYTimes: What to do if your email is hacked.
Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal.
