Featured Trust and Tax Perspectives
November 2011
Maximizing Today's Advantageous Gifting Opportunities
Act now to take advantage of gifting strategies designed to leverage today's unique wealth transfer opportunities. More >
September 2011
Wealth Transfer Options
Investors are well advised to take into account the interest rate environment when considering wealth transfer options. The current rates used to value wealth transfers are near historic lows. More >
February 2011
Three Tax-Smart Wealth Transfer Strategies to Consider in 2011-2012
Take advantage of wealth transfer benefits under today's law. More >
January 2011
IRS Cost Basis Reporting Requirements Reflected in Your Statements
Fiduciary Trust has updated and streamlined its cost basis reporting systems. Read now to learn about how this will affect your January statement. More >
January 2011
Fiduciary Trust 2010 Estimated Tax Document Mailing Schedule
With tax season underway, we encourage you to view the timeline for delivering your 2010 tax information. More >
January 2011
Highlights of the New Tax Law
Federal Estate and Generation Skipping Transfer taxes have been reinstated, however higher than expected exclusion amounts will help lessen the impact. More >
December 2010
Trust And Estates Online: Cost Basis Regulations: Blessing or Burden?
This Trust & Estates Wealth Watch article discusses the new cost basis regulations finalized on October 12, 2010. More >
December 2010
New Tax Laws: Strategies to Consider before Year-End 2010
How to take advantage of current tax laws before they expire. More >
December 2010
Unprecedented Wealth Transfer Opportunities Using 'GRATs'
Act now to take advantage of these historically low interest rates before a number of circulating bills in Congress limit a GRAT's tax benefits. More >
September 2010
New IRS Cost Basis Tax Reporting Requirements
We are required to begin reporting cost basis information to the IRS on 2011 year-end tax forms. We take this opportunity to update you with information avaiable. More >
August 2010
Does it Make Sense to Convert to a Roth IRA?
Craig Richards, Director of Tax Services, discusses when it makes sense to convert a Traditional IRA to a Roth IRA. More >
August 2010
New Tax Filing Required for New York Resident Trusts
Although these trusts may have been exempt from New York State income taxation in the past, you may now be required to file resident trust income tax even if no tax is due. More >
April 2010
Proposal to Eliminate the Income Tax Exemption for New York Resident Trusts
Is the proposal to eliminate the Income tax exemption for New York resident trusts off the table? More >
April 2010
Bundled Fiduciary Fees are Fully Deductible for 2009 Returns
The IRS extended previously issued interim guidance regarding the deductibility of bundled fiduciary fees paid by estates and certain trusts. More >
March 2010
Is Congress Putting the Walton GRAT To Rest?
Important changes to the rules governing grantor retained annuity trusts (GRATs) More >
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