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Blog

You’re Taking Advantage of the Increased Estate and Gift Tax Exemption Amount—Now What?

Aug. 07, 2024

We recently shared an overview of six steps to follow if you plan to take advantage of the increased basic...

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Use It or Lose It: 6 Steps to Taking Advantage of the Increased Estate and Gift Tax Exemption Before It Sunsets

Jul. 24, 2024

Estate and gift tax exemption thresholds could be cut in half starting on December 31, 2025, leading to substantial increases...

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The Impact of Life Insurance Proceeds on Your Estate Taxes: What You Need to Know About the Supreme Court’s June 6 Ruling

Jun. 27, 2024

Supreme Court Decision on Life Insurance Proceeds & Implications for Federal Estate Tax On June 6, the U.S. Supreme Court...

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Demystifying Cost Segregation: Maximizing Tax Benefits in Real Estate Investment

May. 22, 2024

One of the most powerful tools in the tax toolbelt for real estate developers and investors is cost segregation. Veterans...

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Real Estate Tax Incentives in the Inflation Reduction Act

Aug. 23, 2022

The recent enactment of the Inflation Reduction Act may not have had some of the larger tax changes proposed in...

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Key Tax Benefits in the Inflation Reduction Act

Aug. 19, 2022

President Biden signed the Inflation Reduction Act, a reduced version of the administration’s Build Back Better Act, into law at...

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