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    Estate Tax Planning

    capital gains

    Understanding the Proposed Retroactive Capital Gains Tax Rate Increase

    June 9, 2021

    President Biden’s proposal to increase the capital gains tax has generated tremendous discussion. Looking at this proposed change in the context of past changes shows that both Democratic and Republican presidents have signed legislation with retroactive tax provisions. A retroactive... Read More

    Final Regulations Address RIC Shareholders, Suspended Losses

    July 29, 2020

    The IRS has resolved some of the issues left open under proposed passthrough deduction regulations issued last year. Final regulations under Sec. 199A provide guidance on the treatment of previously suspended losses included in qualified business income (QBI) and on... Read More

    Spouse’s Estate Can be Reopened when Couple Shares Exclusion

    October 24, 2017

    Most taxpayers would breathe a sigh of relief when getting an IRS letter stating that their spouse’s estate tax return had been accepted as filed. However, a recent Tax Court case has made it clear that the earlier estate return... Read More

    Estate Planning Technique – Trusts (Part 2)

    May 18, 2017

    In the first part of our Estate Planning Series we discussed common mistakes that clients make when planning their estate. In this post, we will look into one of the best techniques to help you meet your estate planning goals, Trusts.... Read More

    Common Estate Planning Mistakes (Part 1)

    May 18, 2017

    Frazier & Deeter was recently recognized in an edition of “Estate Planning Experts” by Shane Smith, Esq. where the Head of the Tax Department, Terri Lawson, was asked to share her views on common mistakes she sees clients making when... Read More

    Estate Planning Technique – Trusts (Part 2)

    May 17, 2017

    In the first part of our Estate Planning Series we discussed common mistakes that clients make when planning their estate. In this post, we will look into one of the best techniques to help you meet your estate planning goals, Trusts.... Read More

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