by Brett Kelly | Nov 3, 2016 | Blog
The American College of Trust and Estate Counsel (ACTEC) has just released a detailed response on Treasury’s proposed regulations under Section 2704 regarding valuation discounts for estates. The ACTEC is a nonprofit association of over 2,700 lawyers and law...
by Brett Kelly | Sep 30, 2016 | Blog
Our voices have been heard! See below for an article on the sizable number of businesses and trade groups that have signed on to the letter against the proposed regulations under Section 2704. Thousands Ask Treasury To Kill Estate Transfer Proposal By Vidya Kauri...
by Brett Kelly | Sep 29, 2016 | Blog
BNA Snapshot * Senate opposition letter possible this week * Lawmakers upset administration is using regulatory process for estate tax changes By Allyson Versprille and Aaron E. Lorenzo Sept. 27 – Senate Republican leaders are joining efforts in the House to...
by Brett Kelly | Sep 26, 2016 | Blog
Please click the link below to view the replay of FOX’s most recent webinar on the impact of proposed Section 2704 regulations on families in which Skip Fox, Aubrey Rothrock and I participated. Urgent FOX Webinar – Is the Clock Ticking for Valuation...
by Brett Kelly | Sep 23, 2016 | Blog
I would like to bring to your attention an article from the Wall Street Journal discussing Hillary Clinton’s proposals for increasing the estate tax. In all, Mrs. Clinton would increase taxes by about $1.5 trillion over the next decade, increasing federal...
