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Tax Law Changes: A closer look at estate and gift taxes
Tax Law Changes: A closer look at estate and gift taxes

Tax Law Changes: A closer look at estate and gift taxes

October 12, 2021 / Erin Sunday

Part three of our four-part series on 2021 tax law changes is a topic that might not impact everyone, but if it does impact you, it’s important to understand what changes are in store. The topic at hand is proposed estate and gift taxes.…

Tax Law Changes: A closer look at individual taxes and what the changes mean for you
Tax Law Changes: A closer look at individual taxes and what the changes mean for you

Tax Law Changes: A closer look at individual taxes and what the changes mean for you

October 05, 2021 / Erin Sunday

A new presidential administration often means a variety of new tax law changes. In this four-part series, we’ll offer a closer look at some of the tax law changes being proposed by President Joe Biden and the House Ways and Means Committee. The series will include a review of the American Families Plan, estate and gift tax changes, corporate tax changes, and today’s post — individual tax changes.…

Gift values during a pandemic
Gift values during a pandemic

Gift values during a pandemic

February 16, 2021 / The Merrill Anderson Company

The value for federal gift tax purposes of a gift of $100,000 in cash is $100,000, and the same is true for the value of $100,000 worth of publicly traded stock. Those are the easy cases. The hard cases concern assets that are harder to value, such as real estate or interests in a closely held business.…

Read this before investing in an IPO
Read this before investing in an IPO

Read this before investing in an IPO

January 26, 2021 / Warren Hurt

With big-name private companies like Airbnb Inc. and DoorDash Inc. recently announcing plans to go public, many investors may be chomping at the bit to purchase the new stock. While such investments have the potential to deliver excellent returns, it’s important to understand how the IPO process works…

Investor Alert: Cheesecake Factory settles with SEC
Investor Alert: Cheesecake Factory settles with SEC

Investor Alert: Cheesecake Factory settles with SEC

January 23, 2021 / Shelby White

The Cheesecake Factory Inc. is the first public company to be charged by the Securities and Exchange Commission (SEC) for misleading investors about the financial effects of the pandemic on their business…

The perfect storm for estate planning
The perfect storm for estate planning

The perfect storm for estate planning

January 21, 2021 / The Merrill Anderson Company

According to estate planner Maurice R. Kassimir, Esq., the present moment has provided a “perfect storm” for wealthy families to meet with their estate planners and implement some wealth transfer strategies. In a November webinar, Mr. Kassimir pointed to three factors that make these times unique…

Five Reasons for a Trust
Five Reasons for a Trust

Five Reasons for a Trust

December 16, 2020 / The Merrill Anderson Company

You might think that the doubling of the amount exempt from federal estate and gift tax ($11.7 million per person in 2021) would reduce the need for estate planning, given that so few families will now need to worry about this tax…

Planned giving in 2020
Planned giving in 2020

Planned giving in 2020

December 07, 2020 / The Merrill Anderson Company

The idea of “planning” a gift to charity may not spring as readily to mind as investment or retirement planning. Yet there are many ways to give, and many kinds of gifts to consider, especially when philanthropy is one of your core values…

The 3 percent difference
The 3 percent difference

The 3 percent difference

November 22, 2020 / The Merrill Anderson Company

The Employee Benefit Research Institute (EBRI) has teamed up with J.P. Morgan Asset Management to produce an interesting new study of the habits of saving for retirement…

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