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Small Social Security cost-of-living adjustment likely for 2017
Although we are still a month away from an official announcement about the size of the annual cost-of-living adjustment (COLA) for Social Security benefits in 2017, the latest Social Security Trustees report projects a 0.2% increase in benefits next year. Read More
Kitces: A closing window for estate-tax planners
For the past 15 years, Family Limited Partnerships or Family LLCs have been a staple of high-net-worth estate planning, particularly to obtain favorable valuation discounts on gifts or bequests. This has happened in spite of the IRS and Treasury’s efforts to curb the aggressive use of valuation discounts — an effort undermined repeatedly in various […]
In the Loop – Sept 7, 2016
In the Loop Newsletter September 7, 2016: Upcoming Webinar, Carrier News, Interest Rate updates and much more!