Tax, Trusts & Estates NewsletterPDF
Follow links below to the IPB Tax, Trusts & Estates Newsletter.
In This Issue:
- A Note on Possible Estate Tax Repeal - Even if repeal occurs, other tax and non-tax matters remain significant for clients.
- Portability and Simultaneous Death - Learn how state simultaneous death laws can impact the estate tax.
- State Estate Tax Reform - New Jersey increased its 2017 state estate tax exemption and will repeal its tax in 2018.
- International Compliance Corner - Missing deadlines for international information returns can mean penalties and extended periods for IRS challenges.
- Nonjudicial Settlement Agreement - Learn how NJSAs can modify irrevocable trusts.