May 2, 2018 | Blog, Estate Tax
Policy & Taxation Group invites you to attend a reception and discussion hosted by Don and Greg Root. Last year was a historic year for tax reform with the “Tax Cuts and Jobs Act of 2017”. Families and their businesses were simultaneously helped and...
Apr 19, 2018 | Blog, Estate Tax
Update and Extend Earlier Estimates of Proposals to Modify The Estate, Gift and Generation Skipping Transfer Taxes In this memorandum we update and extend our earlier estimates of three (3) proposals to modify the existing estate, gift and generation skipping transfer...
Feb 25, 2018 | Blog, Tax Cuts
If you happen to be in the Orange County, CA area and would like to hear my presentation as described below; please let me know, we would love to have you join us. Open To Supporters Only The Presentation and Lunch will be on: Tuesday, 4/3/18 at 11:30am to 1:00pm...
Dec 20, 2017 | Blog, Death Tax, In The News
The U.S. House again passes sweeping rewrite of the tax code with a vote of 224-201 of voting in favor and on HR1; Tax Cuts and Jobs Act. 16 Republicans voting against or not voting, and all Democrats opposing or not voting. The House voted again, after the Senate...
Dec 9, 2017 | Blog, Estate Tax
Earlier this morning, the Senate voted 51-49 to pass its version of the Tax Cuts and Jobs Act, with Sen. Bob Corker (R-TN) being the lone Republican to vote against the bill (along with the all 48 Democrats. Though it does not include repeal of the Death Tax, it...
