Trusts & Estates

Tax

Sid Luckenbach, Ross Nager | Andersen Tax

Gifts and sales of carried interests have gained popularity as a method for intergenerational wealth transfer due to the low valuations supportable in the early stages of an investment fund. It is important to be aware of certain hazards and best practices related to transfers of these interests...

Tax

Carolyn R. Caufield, Christina M. Mason | Kelley Drye & Warren LLP

There has been considerable talk over the past five years about the substantial changes in the federal estate tax that were made permanent at the end of 2012, with the exemption increased to $5 million plus adjustments for inflation and portability between spouses. However, relatively little...

Tax

Adam Levy, Michael Ford | Andersen Tax (FKA WTAS)

Today’s Retirement Challenges The primary goal of retirement planning is to accumulate enough financial capital to last throughout retirement while funding all of one’s goals and objectives. Unfortunately, retirement planning in today’s environment has become more difficult...