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Estate Planning On Current Developments With Todd Angkatavanich And Steve Akers -Part 1

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Konten disediakan oleh Jumpstart - Bloomberg Tax and Bloomberg Tax. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Jumpstart - Bloomberg Tax and Bloomberg Tax atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
In these pilot episodes of Conversations on Wealth, we discuss a variety of hot topics critical to wealth planning professionals with Steve Akers, Managing Directors and Senior Fiduciary Counsel at Bessemer Trust. We start with the Supreme Court’s ruling in Kaestner and the repercussions of such opinion. We then discuss the proposed regulations addressing clawback of the applicable exclusion amount, select IRS audit issues, the IRS’s recent assault on various wealth planning transactions using §2036(a)(2), and a variety of other tax developments.
  continue reading

6 episode

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Manage episode 243686830 series 2549619
Konten disediakan oleh Jumpstart - Bloomberg Tax and Bloomberg Tax. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Jumpstart - Bloomberg Tax and Bloomberg Tax atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
In these pilot episodes of Conversations on Wealth, we discuss a variety of hot topics critical to wealth planning professionals with Steve Akers, Managing Directors and Senior Fiduciary Counsel at Bessemer Trust. We start with the Supreme Court’s ruling in Kaestner and the repercussions of such opinion. We then discuss the proposed regulations addressing clawback of the applicable exclusion amount, select IRS audit issues, the IRS’s recent assault on various wealth planning transactions using §2036(a)(2), and a variety of other tax developments.
  continue reading

6 episode

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