Proposed Changes to Section 2704; FOX webinar replay access
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...
Hillary Clinton Proposes 65% Top Rate for Estate Tax
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...
Letter to the Treasury; Let Your Voice Be Heard!
We have several updates from Capitol Hill this week, particularly regarding the proposed Treasury regulations. Please click this link for PATG’s talking points on the proposed regulations under Section 2704. In addition, we would like to share with you a sample...
Trump’s Estate Tax Plan Good for Wealthy, Bad for Charities
BNA Snapshot * Estates over $50 million give most to charity * If tax repealed, wealthy might lose incentive to make charitable bequests, analysts say By Allyson Versprille Sept. 12 – Donald Trump’s campaign promise to repeal the estate tax would pad the...