Live Webinars
The sole purpose and objective of an iCLAT is simple. . . TO GENERATE A LARGE IMMEDIATE CHARITABLE INCOME TAX DEDUCTION IN THE CURRENT YEAR, which is attributable to future gifts…
President Biden's proposed plans call for several tax increases, to include individual income taxes, capital gains, and estate taxes. While we cannot predict which proposals may…
This is a can't miss session for those who have charitably minded clients with complex assets, such as privately-held C-and S-Corp stock, limited partnership interests…
Charitable Remainder Trusts, a.k.a. CRT’s, are just one of many estate tax reduction strategies available for clients to consider, but they are often one of the most…
Life insurance provides unique solutions to fill voids in a financial and estate plan. When combined with trusts, cutting-edge strategies enable planners to take advantage of the…