Press Room: Gift and Estate Tax

October 18, 2011

Illinois Income Tax Modifications

On January 12, 2011, in the final hours of the final day of the State of Illinois 96th General Assembly’s veto session, both chambers narrowly passed income tax rate increases to individuals, trusts,

May 27, 2015

Valuation Discounts on Transfers of Closely Held Entities May Be Reduced

In two separate statements earlier this month, a Treasury official indicated that proposed regulations might be released within the next six months that could result in the increase to the value of family ...

November 16, 2018

Germanese Presenting at the New England IRS Representation Conference

The New England IRS Representation Conference brings together government representatives and private practitioners to compare perspectives on a variety of topics involving federal tax audits, appeals, and litigation. The annual conference covers ...

December 04, 2019

Taxpayers Benefiting from Temporarily Raised Estate and Gift Tax Exclusion Amount Will Not Be Adversely Impacted in Future Years

Individuals taking advantage of the increased gift and estate tax exclusion amounts in effect from 2018 to 2025 enacted under the Tax Cuts and Jobs Act (TCJA) will not be adversely impacted after 2025 when the ...

January 14, 2020

Berard to Speak at Boston Estate Planning Council Roundtable

Andersen Director Laura Berard will act as a moderator at an upcoming roundtable organized by the Boston Estate Planning Council (BEPC). The BEPC Members Roundtable will take place on Wednesday, February 5, 2020 in Boston, ...

January 29, 2021

Fiore Authors Estate Planning Journal Article on Income Tax Planning Opportunities for Estate Planning Clients

Andersen Managing Director Carl Fiore authored an article for Thomson Reuters Estate Planning Journal (WG&L). The article, You Can’t Take it With You (But Don’t Have to ...