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Estate Planning Pitfall – You’ve relocated out of the country without checking estate tax laws
June / July 2023
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 247
Abstract: It’s perfectly normal to consider moving abroad after retirement. For those going that route, it’s critical to consider the destination country’s estate tax laws. This brief article provides examples of how estate tax laws differ for those who are no longer U.S. citizens.
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The marriage penalty still exists under the TCJA
June 2020
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 247
Abstract: One byproduct of the Internal Revenue Code is that the tax liability of married couples who file jointly may be more than their combined tax liabilities would be as single filers. When it is more, many refer to the resulting tax hike as “the marriage penalty.” This brief article discusses the persistence of the marriage penalty under the Tax Cuts and Jobs Act.