Post-Election Estate Planning and Tax Mitigation Strategies

Presentations | Marnette Myers | Nov 19, 2020

The outcome of the November 2020 election will likely prompt wealthy individuals and families to identify, assess and mitigate potential legal and tax risks when it comes to their personal tax and estate planning. Join Prager Metis and McCandlish Lillard for a webinar that will assist wealthy clients and their advisors in assessing potential tax law changes and discuss mitigation strategies, including the possibility of retroactive tax legislation to January 1, 2021. Click here to watch the recording:

Watch The Recording Now

Click Here to download the slides

Naura Hill2021-08-20T11:05:29-04:00

Advisory

Mar 23, 2023
Glenn L. Friedman

6 Keys to Career Growth and Success for Young Accounting Professionals

Don't miss reading Glenn L. Friedman's most recent article, "6 Keys to Career Growth and Success for Young Accounting Professionals". Through Glenn's insights and observations, this article discusses different ways to achieve your goals and strive for a successful career through hard work and passion.

Client Accounting Services

Mar 15, 2023
Hayley Mayer

Why Outsourced Client Accounting Services Make Sense for Nonprofits

Most nonprofits operate under a tight budget with a lean staff so they can maximize the amount of funds and resources allocated to their mission. The goal is to reduce general and administrative costs to make a bigger difference in the community they serve.

Advisory

Feb 27, 2023
Glenn L. Friedman

Hard Work, Communication, and Passion Are Essential to Closing the Skills Gap in Accounting

Glenn L. Friedman's most recent article, "Hard Work, Communication, and Passion Are Essential to Closing the Skills Gap in Accounting" gives valuable insight into obstacles the accounting industry has faced and what you need to know to change them.

Fund level security analysis, Registered Investment Advisors, Tokenized Companies, Blockchain advisory practice, SSAE 16 reports

Trusts and Estates

Feb 09, 2023
Matthew D. Iandolo

The 65-Day Rule: Should You Make the Election?

The 65-Day Rule: Section 663(b) of the U.S. tax code allows fiduciaries of estates and complex trusts to elect into what is informally known as the “65-day election.”

National Tax Advisory Group

Dec 16, 2022
Prager Metis

IRS Releases Second Draft of Form 1065 K-2 & K-3 Instructions

On December 2, 2022, the IRS released a revised draft of Schedule K-2 & K-3 (Form 1065) instructions updating their previous release from October 26.

Metaverse

Nov 14, 2022
Fernando R. Lopez

Los Impuestos del Metaverso y NFT

A medida que el Metaverso evoluciona, también lo hacen la Contabilidad Distribuida (DLT), Blockchain, los NFTs y los Smart Contracts, los cuales impulsan la exposición del comercio de bienes y servicios en el Metaverso y promueven su integración en la economía del mundo “real”.