assets Tag

Understanding Revenue Ruling 2023-02: Implications for Irrevocable Grantor Trusts

The IRS issued Revenue Ruling 2023-02, which clarifies the treatment of assets in irrevocable grantor trusts for tax purposes. This ruling aims to curb potential abuse of the stepped-up basis...

04 April, 2023

Year-End Estate & Gift Planning Considerations

The end of the year is fast approaching, and with it comes the opportunity to reassess your tax and financial circumstances. Learn about strategies to help minimize your taxes for...

09 March, 2023

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Understanding Revenue Ruling 2023-02: Implications for Irrevocable Grantor Trusts

Year-End Estate & Gift Planning Considerations

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