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Author Archives: Anthony G. Sandonato

Keeping Your Balance: Estate planning strategies under the Tax Cuts and Jobs Act of 2017

Anthony Sandonato

The provisions of the Tax Cuts and Jobs Act of 2017 (the Act) present significant opportunities for estate planning. Below is a summary of the key provisions under the Act and a discussion of key estate planning strategies to consider. ...

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Keeping Your Balance: Personal versus business goodwill distinction was key in a U.S. tax court business valuation case

What do these amounts have in common: $0, $4.3 million, $9.3 million, $26 million, and $92.2 million? Amazingly, they are all valuation estimates of the same company at the same point in time. And the cause of these wild swings ...

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Keeping Your Balance: What estate planners might expect under Trump


President-elect Donald Trump has proposed wide-ranging changes to the nation’s tax system, which will affect virtually all Americans and their advisors. Estate planners in particular face a dramatic potential impact on their practices. Potential for federal estate tax repeal Trump ...

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Keeping Your Balance: Understanding taxes on investment earnings

All investments and the earnings on those investments are not created equal.  To understand the impact that taxes will have on your investments, you first need to understand what type of income the investments generate.  In this article, we will ...

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Keeping Your Balance: Using Roth IRA rules to minimize tax on conversion

Roth IRAs are appealing to many high net-worth individuals because unlike traditional IRA distributions, Roth IRA distributions are tax-free in retirement if certain conditions are met. Roth IRA rules can be restrictive based on the income limitation rules that apply. ...

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