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Supreme Court Upholds Constitutionality of Transition Tax

The Estate Planner
 
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Wealth Management Morning Memo

JUNE 26, 2024

U.S. Supreme Court Decision Upholds Constitutionality of Transition Tax

Anthony Venette

What wealth advisors need to know about taxing unrealized gains  

FULL ARTICLE

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EncorEstate Brings a 'Human Touch' to Estate Tech

David H. Lenok

The estate tech company is betting that having actual humans review each document on the back end is worth sacrificing speed.  

FULL ARTICLE

Ex-Girlfriend May Get Windfall Due to Beneficiary Designation Snafu

Anna Sulkin Stern

Legal battle over retirement account worth over $750,000.  

FULL ARTICLE

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IRS Issues New Guidance on Retirement Plan Early Distributions

Bruce D. Steiner

Notice 2024-55 clarifies two exceptions to the 10% additional tax.  

FULL ARTICLE

Preparing for the Sunset of the 2017 Tax Reform Act

Matthew F. Erskine

Some strategic actions and best practices.  

FULL ARTICLE

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Inflation’s Impact on Retirement, Taxes and Estate Planning

Dr. Guy Baker

Six ways to help clients gain peace of mind.  

FULL ARTICLE

THE WEALTHSTACK PODCAST

Bringing the Power of Planning to Philanthropy

Shannon Rosic

PhilanthPro's Nicholas Palahnuk discusses how clients' growing interest in philanthropy demands a more integrated approach, where giving is strategically aligned with overall financial goals.  

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Playbook for Advising Young High-Net-Worth Entrepreneurs

Paulina Mejia and Michael S. Arlein

Four ways to add strategic value.  

FULL ARTICLE

QSBS Valuation for Enhanced Estate And Tax Benefits

Michael Borger, Nainesh Shah and Evan Levine

A cornerstone in strategic planning to optimize clients’ financial legacies.  

FULL ARTICLE
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