Our Thoughts On Archive

Estate Planning

Articles 21 - 30 of 61

Estate Planning, Tax, TCJA
Schneider Downs Professional | 12.13.2019

An Estate Tax Holiday Gift – From the IRS!

While separated, death and taxes are widely accepted as the only certainties in life. Combined, they give a lot of people anything but certainty. The death

Estate Planning, Tax Reform
Schneider Downs Professional | 12.12.2019

2020: Provided the World Doesn’t End, We’ll Enjoy an Increased Lifetime Gift and Estate Tax Exclusion

Whether society’s collective interpretation of the Mayan calendar proves correct and the world ends in 2020 remains unknown, for now. Despite this

Estate Planning, Tax
Joseph Krebs | 12.5.2019

Belsnickel is Coming… Are You A Nice Boy or Girl?

You know Dasher and Dancer and Prancer and… well pretty much every other holiday character that ever existed, but have you heard of Belsnickel?

Estate Planning, Tax
Schneider Downs Professional | 9.9.2019

The Best Things in Life Are Free - That Might Even Include Your Inheritance!

If you inherit property in Pennsylvania, you may soon be able to avoid the hefty burden of paying inheritance tax! Starting next year, minor children who

Estate Planning, Schneider Downs, Tax
Michael Darpino | 8.27.2019

The Fed Cuts Interest Rate in July - Time to Revisit Your Estate Plan?

On July 31, 2019, the Federal Reserve cut interest rates for the first time in over a decade. Although this may be bad news for your savings account,

Business Advisors, Business Valuation , Estate Planning, Tax
Dan Riske | 7.25.2019

Kress Case Addresses S Corporation vs. C Corporation Issues

The United States District Court’s March 2019 court decision in Kress v. United States1 created a lot of buzz in the valuation community. The case

Estate Planning, State and Local Tax, Tax
Melanie LaSota | 7.9.2019

Which States Can Tax Your Trust?

Imagine that you are a taxpayer living in Pennsylvania who has recently established a trust for the benefit of your Ohio-resident children. Further imagine

Estate Planning, Schneider Downs, Tax
Kari Tallarico Owens | 1.11.2019

“Step-Up” Your Estate Tax Strategies

Please note that the following article was co-authored by Greg Allison. One of the most common strategies employed by affluent taxpayers in a comprehensive

Estate Planning, Schneider Downs, Tax
Schneider Downs Professional | 12.13.2018

Does Santa Pay the Gift Tax? Does Santa Receive Wages of Cookies and Milk?

‘Twas the night before Christmas and all through the house, not a creature was stirring… except for St. Nick’s elf-accountants, who

Estate Planning, Tax, Wealth Management
Michael Darpino | 12.13.2018

Year-End Giving from IRAs: Traps to Avoid

The holiday season is a time of giving and reflection. Charitable contributions are a time-honored way of achieving one’s philanthropic goals while

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