by Family Financial Matters | Feb 21, 2017 | News
With the significant changes in Washington DC since my last letter in October 2016, I’d like to dive straight in with an Estate Tax update. HR 631 – The Death Tax Repeal Act of 2017 was introduced in the House on January 24th by Rep. Kristi Noem (R- S. Dakota)...
by Family Financial Matters | Feb 18, 2017 | Estate Tax, News
Pat Soldano Speaks On “The Estate Tax; the Politics of it All” at ivyFON event in LA on 2/16/17
by Family Financial Matters | Oct 15, 2016 | News
Permit me to start this quarterly letter with an important update: In my last letter I said that the IRS had yet to issue its new proposed regulations for Section 2704 of the tax code concerning valuation discounts for family related entities. On August 2, the IRS...
