Potential Tax Benefits of Distributions in 2023 for Trusts and Estates

Potential Tax Benefits of Distributions in 2023 for Trusts and Estates

By Dalton Bradshaw, CPA As the 2023 filing season has arrived, taxpayers may be considering options to reduce their tax liabilities. Due to the compressed tax brackets for trusts and

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Proposed Regulations Take Aim at Estate and Gift Basic Exclusion

Written by Dalton Bradshaw, CPA In 2017, the passage of the Tax Cuts and Jobs Act (TCJA) brought about numerous provisions aimed at benefiting taxpayers, including within the estate and

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Potential Tax Benefits of Distributions in Early 2022 for Trusts and Estates

By Dalton Bradshaw, CPA As the 2022 filing season quickly approaches, taxpayers may be considering options to reduce their upcoming tax liabilities. Due to the compressed tax brackets for trusts

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Alabama Qualified Dispositions in Trust (QDIT) Act

By: Dalton Bradshaw, CPA When considering asset protection from creditors, most individuals and advisors immediately think of assets being hidden away in foreign accounts by the world’s ultra-wealthy. However, legislatures

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BMSS Video Series Part 8: Estate and Trust Update

With all the changes made in the recently enacted tax reform legislation, we are committed to keeping you informed while providing you peace of mind. That’s why we’ve created an

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