Wealth Planning Advisory 4Q18

Estate Planning the Warren Buffett Way

Everyone knows that Warren Buffett believes strongly in charitable giving, as evidenced by his $37 Billion gift to the Bill and Melinda Gates Foundation. Yet, Mr. Buffett is also well-known for his philosophy on how best to leave wealth to children and grandchildren.

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Wealth Planning Advisory 3Q18

Lingering Questions Regarding The Tax Cuts and Jobs Act

The Tax Cuts and Jobs Act (the “Tax Act”) was signed into law by President Trump on December 22, 2017. It represents the biggest revision of the Internal Revenue Code since 1986. Most of the Tax Act’s provisions are effective for taxable years beginning after December 31, 2017.

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Wealth Planning Advisory 2Q18

The Impact of Sunset Provisions on the Tax Cuts and Jobs Act

President Trump signed The Tax Cuts and Jobs Act (TCJA) into law on December 22, 2017. Several provisions in the TCJA were impacted by the U.S. Senate’s Byrd Rule.

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