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Business Tax Benefits
As a business owner, you’ve worked hard to build wealth. But without a plan, high taxes and mismanagement could drain it. A dynasty trust helps
January 17, 2025
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Category: Inheritance Taxes
Inheritance Taxes
In the recent Tax Court case Estate of Anne Milner Fields v. Commissioner, a complex estate planning scenario involving a Texas oil heiress has underscored
December 4, 2024
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Inheritance Taxes
The death of a taxpayer introduces several legal and tax responsibilities that must be addressed promptly. If you are a business owner who has been
November 29, 2024
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Real Estate Taxes
When it comes to estate planning, business owners have unique considerations that go beyond personal assets. With the estate tax exclusion amount set at $13.61
November 26, 2024
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Retirement Account Taxes
When it comes to inheriting an IRA or qualified retirement plan, beneficiaries have several key choices to make. Business owners, who often rely on IRAs
October 28, 2024
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Retirement Account Taxes
The IRS has finally issued long-awaited regulations on how required minimum distributions (RMDs) should be calculated for inherited qualified retirement plans and IRAs. These new
October 18, 2024
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Inheritance Taxes
As a business owner, there may come a time when you’re asked to serve as the personal representative (PR) of an estate, either for a
October 11, 2024
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Inheritance Taxes
Tax Planning for Inheritance: Strategies for Texans,Inheritance Taxes
September 30, 2024
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Small Business Tax Help
Estate planning is a critical aspect of financial management that often gets overlooked by business owners. While the day-to-day operations of running a business may
September 24, 2024
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Real Estate Taxes
Owning real estate through an S corporation can offer several tax advantages during your lifetime, but what happens when you pass away? This is a
September 5, 2024
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