Reinhart’s Trusts and Estates attorneys also help clients develop plans for their businesses, investments and estates with the highest sensitivity to estate, gift and income tax planning. We explore the most tax-efficient techniques for each client’s accumulation, protection and transmission of wealth, always keeping the client’s overall goals and objectives top of mind.
We assist our clients in the transfer of their property in a gift and estate tax-efficient manner, while also carefully considering the income tax ramifications of the transfer. Whether a sophisticated leveraged gift, or a simple annual gift to children, we help our clients achieve their goals.
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Learn a planning technique used to build a Roth IRA by forming and funding nondeductible IRAs and then converting the nondeductible IRAs to Roth IRAs.
If we can predict nothing else, 2017 will be a year of change for our country with Tax Code revisions high on the agenda of the Trump administration. A significantly different tax landscape is anticipated, and this article reviews some of the most relevant Trump proposals as well as a few year-end tax strategies to consider.
Learn how Reinhart attorneys worked with four generations of a family to provide an orderly and coordinated multigenerational transfer.