Kelly Phillips Erb, of Forbes Magazine, has made available for download her article, A Look At State Income Tax Rates In 2023—And What Else To Consider, published in Forbes. The abstract is as follows: There's been a lot of chatter about state income taxes over the past few years—thanks, in part, to the expansion of … Continue reading Forbes- Kelly Phillips Erb: A Look At State Income Tax Rates In 2023—And What Else To Consider (February 22, 2023)
Author: kaitlynbare
David Biscoe Bingham (Mitchell, Williams, Selig, Gates & Woodyard, P.L.L.C.): Think Twice Before You End A Trust – Income Tax Consequences of Trust Commutations and “Early Terminations”(February 24, 2023)
David Biscoe Bingham, of (Mitchell, Williams, Selig, Gates & Woodyard, P.L.L.C.), has made available fordownload his article, Think Twice Before You End A Trust – Income Tax Consequences of Trust Commutations and "Early Terminations", published in JDSUPRA. The abstract is as follows: Despite the Rule Against Perpetuities (which basically says a trust can’t go on … Continue reading David Biscoe Bingham (Mitchell, Williams, Selig, Gates & Woodyard, P.L.L.C.): Think Twice Before You End A Trust – Income Tax Consequences of Trust Commutations and “Early Terminations”(February 24, 2023)
The Northern Trust Institute: Join Us For The Northern Trust Institute’s Third Annual Wealth Planning Symposium (April 27, 2023)
The Northern Trust Institute are going to present the Northern Trust Institute’s Third Annual Wealth Planning Symposium on April 27, 2023. The summary is as follows: Join us live in Chicago for The Northern Trust Institute’s Third Annual Wealth Planning Symposium. We will dispel the outdated notion that wealthy families are destined to fail by … Continue reading The Northern Trust Institute: Join Us For The Northern Trust Institute’s Third Annual Wealth Planning Symposium (April 27, 2023)
Kitces Nerd’s Eye View : Creating Client Service Calendars That Demonstrate Ongoing Advisor Value (February 13, 2023)
Kitces Nerd’s Eye View has made available for download the article, “Creating Client Service Calendars That Demonstrate Ongoing Advisor Value”. The article begins as follows: EXECUTIVE SUMMARY While it can be easy for financial advisors to recognize the wide range of ways they add value for clients throughout the year, clients themselves might not be … Continue reading Kitces Nerd’s Eye View : Creating Client Service Calendars That Demonstrate Ongoing Advisor Value (February 13, 2023)
Forbes- Bob Carlson (Forbes Magazine): Key RMD Changes In The SECURE Act 2.0 You Should Know (February 15, 2023)
Bob Carlson, of Forbes Magazine, has made available for download his article, Key RMD Changes In The SECURE Act 2.0 You Should Know, published in Forbes. The abstract is as follows: It’s hard for people to keep up with the more than 100 changes the SECURE Act 2.0 made in retirement plans and related tax … Continue reading Forbes- Bob Carlson (Forbes Magazine): Key RMD Changes In The SECURE Act 2.0 You Should Know (February 15, 2023)
Forbes- Bob Carlson (Forbes Magazine): Know The Risks Of Self-Directed IRAs (February 19, 2023)
Bob Carlson, of Forbes Magazine, has made available for download his article, Know The Risks Of Self-Directed IRAs, published in Forbes. The abstract is as follows: A coalition of regulators recently issued warnings about the risks of some self-directed IRAs that many investors aren’t aware of. There are a couple types of self-directed IRAs. Most … Continue reading Forbes- Bob Carlson (Forbes Magazine): Know The Risks Of Self-Directed IRAs (February 19, 2023)
Charles E. Rounds, Jr. (Suffolk University Law School): Intersection of fraudulent conveyance doctrine and the law of trusts (February 14, 2023)
Charles E. Rounds Jr., of Suffolk University Law School, has made available for download his article, Intersection of fraudulent conveyance doctrine and the law of trusts, published in JDSUPRA. The abstract is as follows: This posting is about a gratuitous entrustment by transfer that somehow unjustifiablydisadvantages the settlor’s creditors. The independent sole-trustee and trust beneficiaries … Continue reading Charles E. Rounds, Jr. (Suffolk University Law School): Intersection of fraudulent conveyance doctrine and the law of trusts (February 14, 2023)
Alice Kwak, Jacob Israelsen, Clayton Morrison, Derek E. Bambauer, and Mihai Surdeanu: Validity Assessment of Legal Will Statements as Natural Language Inference (November 15, 2022)
Alice Kwak, Jacob Israelsen, Clayton Morrison, Derek E. Bambauer, and Mihai Surdeanu, of the University of Arizona, have made available for download their article, Validity Assessment of Legal Will Statements as Natural Language Inference , published in Findings of the Association for Computational Linguistics: EMNLP 2022. The abstract is as follows: This work introduces a … Continue reading Alice Kwak, Jacob Israelsen, Clayton Morrison, Derek E. Bambauer, and Mihai Surdeanu: Validity Assessment of Legal Will Statements as Natural Language Inference (November 15, 2022)
Ann Carrns (New York Times): A New Option for Moving Retirement Savings When Switching Jobs (2/10/2023)
Ann Carrns, of the New York Times, has made available for download her article, A New Option for Moving Retirement Savings When Switching Jobs, published in [NAME OF PUBLICATION]. The abstract is as follows: Moving retirement savings when switching jobs is about to get easier for millions of workers with small balances. The changes aim … Continue reading Ann Carrns (New York Times): A New Option for Moving Retirement Savings When Switching Jobs (2/10/2023)
Paul Kiel and Jeff Ernsthausen (ProPublica ):How the Wealthy Save Billions in Taxes by Skirting a Century-Old Law (2/9/2023)
Paul Kiel and Jeff Ernsthausen, of ProPublica, have made available for download their article, How the Wealthy Save Billions in Taxes by Skirting a Century-Old Law, published in ProPublica. The abstract is as follows: At first glance, July 24, 2015, seems to have been a brutal trading day for Steve Ballmer, the former Microsoft CEO. He dumped … Continue reading Paul Kiel and Jeff Ernsthausen (ProPublica ):How the Wealthy Save Billions in Taxes by Skirting a Century-Old Law (2/9/2023)
Peter J Reilly (Forbes): How The Fair Tax Act Of 2023 Might Work (2/7/2023)
Peter J. Reilly, of Forbes Magazine, has made available for download his article, How The Fair Tax Act Of 2023 Might Work, published in Forbes. The abstract is as follows: The Readers Digest version of the Fair Tax Act of 2023 is that it replaces the income tax, payroll taxes that fund Social Security and … Continue reading Peter J Reilly (Forbes): How The Fair Tax Act Of 2023 Might Work (2/7/2023)
The Texas Supreme Court Affirms A Summary Judgment For A Fiduciary Defendant Based On The Statute Of Limitations And The Duty To Use Reasonable Diligence To Discover Claims (February 8, 2023)
David Fowler Johnson , in his Texas Fiduciary Litigator Blog, has made available for download his article, titled “The Texas Supreme Court Affirms A Summary Judgment For A Fiduciary Defendant Based On The Statute Of Limitations And The Duty To Use Reasonable Diligence To Discover Claims,” which discusses a recent case resulting in the clarification of … Continue reading The Texas Supreme Court Affirms A Summary Judgment For A Fiduciary Defendant Based On The Statute Of Limitations And The Duty To Use Reasonable Diligence To Discover Claims (February 8, 2023)
Charles E. Rounds, Jr. (Suffolk University Law School): Limited Liability in Trust Context: A Black-Letter Synopsis(February 5, 2023)
Charles E. Rounds, Jr., of (Suffolk University Law School), has made available for download his article, Limited Liability in Trust Context: A Black-Letter Synopsis, published in JDSUPRA. The abstract is as follows: As to the parties to a trust relationship, there are two categories of limited liability apropos trust administration: internal and external. Fiduciary liabilities … Continue reading Charles E. Rounds, Jr. (Suffolk University Law School): Limited Liability in Trust Context: A Black-Letter Synopsis(February 5, 2023)
David L.J.M. Skidmore (Warner Norcross + Judd): Appointment of a Guardian Does Not Mean That the Ward Automatically Lacks Testamentary Capacity (February 3, 2023)
David L.J.M. Skidmore, of Warner Norcross + Judd, has made available for download his article, Appointment of a Guardian Does Not Mean That the Ward Automatically Lacks Testamentary Capacity, published in JDSUPRA. The abstract is as follows: People frequently assume that a person for whom a guardian/conservator is appointed automatically loses the right to engage … Continue reading David L.J.M. Skidmore (Warner Norcross + Judd): Appointment of a Guardian Does Not Mean That the Ward Automatically Lacks Testamentary Capacity (February 3, 2023)
Richard L. Kaplan: The Declining Appeal of Inherited Retirement Accounts (January 12, 2023)
Richard L. Kaplan, of University of Illinois College of Law, has made available for download his article, The Declining Appeal of Inherited Retirement Accounts, published in the Virginia Tax Review. The abstract is as follows: As retirement accounts proliferate and grow in value, American retirees are increasingly leaving substantial balances in these accounts to their … Continue reading Richard L. Kaplan: The Declining Appeal of Inherited Retirement Accounts (January 12, 2023)
David Fowler Johnson(Winstead PC): Court Granted Mandamus Relief To Order District Court To Abate Trust Dispute Due To Earlier Filed Suit In Probate Court (January 31, 2023)
David Fowler Johnson, of (Winstead PC), has made available fordownload his article, Court Granted Mandamus Relief To Order District Court To Abate Trust Dispute Due To Earlier Filed Suit In Probate Court, published in JDSUPRA. The abstract is as follows: In In re McGowan, a dispute arose regarding whether certain interests in real property were funded … Continue reading David Fowler Johnson(Winstead PC): Court Granted Mandamus Relief To Order District Court To Abate Trust Dispute Due To Earlier Filed Suit In Probate Court (January 31, 2023)
Bryan K. Clontz (Forbes): Charitable Remainder Annuity Trust Opportunities Under Rising Interest Rates (January 31, 2023)
Bryan K. Clontz, of Forbes Magazine, has made available for download his article, Charitable Remainder Annuity Trust Opportunities Under Rising Interest Rates, published in Forbes. The abstract is as follows: For various reasons, the charitable remainder annuity trust has long been underutilized as a gift planning vehicle. At any given moment there may be somewhat … Continue reading Bryan K. Clontz (Forbes): Charitable Remainder Annuity Trust Opportunities Under Rising Interest Rates (January 31, 2023)
KPMG Report: Year-in-review list of U.S. federal tax developments for 2022 (January 31, 2023)
KPMG has made available for download their article, “Year-in-review list of U.S. federal tax developments for 2022 ”, which includes an easy-to-use list of many 2022 U.S. federal tax developments. The abstract is as follows: KPMG LLP has compiled an easy-to-use list of many recent federal tax developments to help users quickly identify what happened in … Continue reading KPMG Report: Year-in-review list of U.S. federal tax developments for 2022 (January 31, 2023)
Wealth Strategies Journal 