Sentences with phrase «estate tax planning through»

The dual purpose of an ILIT is to provide for younger beneficiaries AND enable estate tax planning through what is called «gifting ``.

The dual purpose of an ILIT is to provide for younger beneficiaries AND enable estate tax planning through what is called «gifting ``.

Not exact matches

Our CERTIFIED FINANCIAL PLANNER ™ practitioner and experienced, caring professionals work with you through your life changing concerns with expertise in retirement planning, investment management, insurance planning, tax planning, and estate planning.

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

Trump plans to unveil a tax cut blueprint today that would apply a vastly reduced, 15 percent business tax rate not only to corporations but also to companies that now pay taxes through the personal income tax code — from mom - and - pop businesses to his own real estate empire.

If you do have a larger estate, it is also important to consider estate planning that limits your estate tax exposure and this can be accomplished through spousal and generational planning, irrevocable trust planning, and charitable planning, with the assistance of a qualified expert.

The company through its subsidiaries offers personal and business banking services, consumer and commercial loans, equipment leasing, mortgages, insurance and wealth management services, including investment management, trust and estate administration, retirement planning, custody services, and tax planning and preparation.

Plan ahead and consider meeting with a tax advisor, an estate attorney, and a financial professional to help you sort through your options.

Financial Experts Joe and Al walk you through the various ways the tax plan could impact your tax bill from your individual taxes to your estate taxes.

Plan for income during 1st 5 years of Roth Ladder through one of following: Roth IRA / 401k contributions, after - tax account contributions, after - tax contributions to 401k (if plan allows; some do) rolled over to Roth IRA, part - time work, or real - estate incPlan for income during 1st 5 years of Roth Ladder through one of following: Roth IRA / 401k contributions, after - tax account contributions, after - tax contributions to 401k (if plan allows; some do) rolled over to Roth IRA, part - time work, or real - estate incplan allows; some do) rolled over to Roth IRA, part - time work, or real - estate income.

Through a planned gift, you may be able to increase your current income or provide additional retirement income while reducing your income tax and estate taxes.

Through Planned Giving, you can often make a more significant gift than you ever thought possible, while maximizing the financial and tax benefits to you, your estate, and your family.

Through a planned gift, you may be able to increase your current income or provide additional retirement income, while reducing income tax and estate taxes.

Through a planned gift, you may be able to increase your current income or provide additional retirement income, while reducing or avoiding income, estate and capital gains taxes.

Larry guides clients through the complexities of estate planning; the preparation of wills, trusts and related documents; and planning for closely held businesses, including corporate restructurings and recapitalizations, gift planning, income tax planning, and charitable planning.

Buchalter's Tax Practice Group provides tax planning and business structuring for corporations (both public and private), pass - through entities, individuals, trusts and estatTax Practice Group provides tax planning and business structuring for corporations (both public and private), pass - through entities, individuals, trusts and estattax planning and business structuring for corporations (both public and private), pass - through entities, individuals, trusts and estates.

We counsel our clients through all phases of a business transaction, including business planning, financing, tax strategy, intellectual property and real estate matters.

Selwyn D. Whitehead Esq. [JD, LLM Tax Law, LLM IP Law, California Bar Bankruptcy Law Certified Specialist] is a San Francisco Bay Area bankruptcy and tax attorney whose practice focuses on helping her clients manage their wealth through effective estate and tax planning and / or manage their debt through debt restructuring or bankruptTax Law, LLM IP Law, California Bar Bankruptcy Law Certified Specialist] is a San Francisco Bay Area bankruptcy and tax attorney whose practice focuses on helping her clients manage their wealth through effective estate and tax planning and / or manage their debt through debt restructuring or bankrupttax attorney whose practice focuses on helping her clients manage their wealth through effective estate and tax planning and / or manage their debt through debt restructuring or bankrupttax planning and / or manage their debt through debt restructuring or bankruptcy.

We provide personalized advice to help you protect your business and personal interests through the coordinated integration of succession planning, tax optimization, asset protection and estate planning.

Or you might want to self - insure through a permanent policy that offers special tax and estate planning benefits — in which case you'll need to work with a financial advisor.

Because the life insurance policies are not counted as part of a person's estate, allocating a portion of your wealth to a whole life insurance plan can be an effective way to reduce your estate's size by reducing available cash on hand while increasing your heirs» inheritance through legally avoided estate taxes, probate fees, and the payment of a large death benefit.

Affordable coverage for your entire life Level, fixed premium rates that will never change Building of cash value on a tax - deferred basis Access to policy's loan value1 through policy loans and withdrawals, if needed An option as part of your estate planning / funeral expenses The comfort that comes from knowing that you have secured the future for those counting on you

A wealth replacement trust is a two - trust estate plan that allows you to reduce your tax obligations through charitable causes, while leaving an inheritance behind for your beneficiaries.

Is the new 20 % pass through deduction in the tax plan help investors in real estate?

Toronto - based financial consultant James Zaza, president of Zaza Financial Group, teamed up with insurance companies to create a proprietary iPPP for self - employed people — in this case real estate agents who can't take advantage of incorporated tax benefits that real estate brokers get through their personal pension plan.

The change, which would allow real estate businesses to take advantage of a new tax break that's planned for partnerships, limited liability companies and other so - called «pass - through» businesses, combined elements of House and Senate legislation in a new way.

Internal Revenue Code Section 1031 is one of the last great tax advantages that allows an investor to maximize dollars invested while creating an avenue for estate planning through the continued deferral of gains (or losses) in the real estate investing process.

Mary believes in preserving wealth through Estate Planning, Asset Protection Planning, Investing with Self - Directed IRAs, Private Money Lending, Selling Real Estate through a Section 1031 Tax - Deferred Exchange and more.

Things to consider: If buying and selling real estate, being the multifaceted situation that it is, finds itself sometimes even too complex for trained professionals in some situations, requiring the addition of other trained professionals such as lawyers, inspectors, insurance pro's, appraisers, land surveyors, tax specialists, financial planning and estate management people or companies, divorce specialists, grief counsellors, expert witnesses, construction people, builder issues, mortgage fraud professionals, banking backup people, ex pat and non-resident specialists, immigration rules and regs, investment counsellors, to help unravel oddities and eventualities, just imagine the Rubik's cube the journey represents to the average, unrepresented buyer or seller, perhaps even ones in the midst of it while trying to digest a purchase or sale, going through a divorce or dealing with a grieving relative, due to a death in the family, even more especially where English is not that individual's first language.