As KJK has been reporting, Congress is gearing up to revise tax laws to target the wealthy and proposed changes could be adopted as early as mid-November. The Senate’s 50 non-Republican members, including 48 registered Democrats and two Independents who caucus with...
PDFUPDATED: NOV. 19, 2021 How Biden’s Build Back Better Act Could Impact Your Taxes With President Biden’s “Build Back Better” act passing the House of Representatives and now on its way to the Senate, we are getting a better idea of where Democrats are headed with...
Leading Democrats in the U.S. House of Representatives on Monday released proposed tax-increase legislation that rolled back several of President Biden’s key initiatives, but continued to call for higher tax rates on corporations, highly compensated business owners...
The pandemic has undoubtedly affected residents of nursing homes. For more than a year now, residents have had very limited visitation which has led to loneliness, depression and cognitive decline. Residents and their families or loved ones have asked for relaxed...
In May, the Biden administration released its Green Book containing the President’s policy and revenue proposals. The proposals include many changes, but the most significant includes the loss of a step up in basis and the increase to the capital gains tax. The...
Many families live apart and rely on travel to visit and maintain relationships. As parents and grandparents age, this distance creates some unique challenges when those loved ones require more care. We work with many families with this dynamic and these strategies...
What Is the Difference Between a Will and a Trust? Wealth & Estate Planning Partner Erika Apelis discusses one of the most commonly misunderstood estate planning topics: the difference between a Will and a Trust. As she frequently...
As cryptocurrency becomes more mainstream, it is critical to have a plan in place for these assets. More and more frequently, we hear stories of crypto millionaires and billionaires and celebrities endorsing crypto. We also hear stories of individuals with millions or...
A great degree of uncertainty surrounds proposed tax policy changes expected from the Biden administration. However, during the 2020 campaign, President Biden provided some insights on his tax legislative agenda from which to approach this uncertainty through...
WebinarPresented: March 18th, 2021 KJK's Kevin Lenhard, Demetrius Robinson and Huntington Private Bank's Stephanie Kormanec discuss estate and tax planning in 2021. About this Event Most estate plans have been designed to minimize estate tax, and a change in the law...