Case Study
Protecting Family Assets and Future Generations with Proactive Estate Plann...
Discover how Cherry Bekaert helped a real estate business in proactive estate planning, securing the...
Article
Charitable Remainder Annuity Trusts: Is Time Running Out?
Explore the impact of falling interest rates on Charitable Remainder Annuity Trusts (CRATs) and the ...
Podcast
TCJA: Estate & Trust Planning Update
Maximize benefits with a guide to TCJA's gift tax rules. Explore strategic moves, adapt to changes, ...
Article
Federal Estate and Gift Tax Exemption Will Sunset After 2025: How to Prepar...
Changes are coming to estate planning laws. The federal lifetime estate and gift tax exemption will ...
Article
SECURE Act 2.0: Summary of Key Tax and Retirement Provisions
SECURE 2.0 covers changes to retirement provisions designed to increase retirement savings. In this ...
Podcast
The New, Known and Unknown With Required Minimum Distributions: 2022 Year-E...
Listen to our podcast to learn how to prepare your required minimum distributions (RMDs) for year-en...
Brochure
Impact of TCJA Tax Reform on Individuals, Estates and Trusts
Let us help you decipher how the Tax Cuts and Jobs Act (TCJA) tax reform can affect individual taxpa...
Alert
Build Back Better Act Tax Proposals: Considerations for Private Investment ...
Find out more on proposed tax changes to be incorporated in the Build Back Better Act and an impact ...
Podcast
Q&A on Proposed Tax Rate Changes for Individuals per the Treasury̵...
Listen to our podcast to learn how the proposed tax law changes may impact individuals. Find out ide...
Article
Controlling Income Recognition using a Charitable Trust
With capital gains tax rate changes looming in Washington, learn more on controlling income recognit...
Article
Estate Tax Planning Under the New Biden Administration
Find out more about proposed changes to gift and estate laws and how it could result in more tax on ...
Podcast
Tax Challenges Impacting the SPACs Boom
Listen to our podcast to learn about tax challenges for Special Purpose Acquisition Companies. Conta...