by Matthew McClintock | Oct 19, 2022 | Asset Protection, Blockchain, Cryptocurrency, Estate Planning, Strategic Legal Planning, Tax
Matthew McClintock, founding partner of Evergreen Legacy Planning and executive managing director of Bespoke Services joined Stephan Livera on his podcast to chat about Bespoke’s multi family office and private trust company services for ultra high net worth US...
by Matthew McClintock | Sep 27, 2022 | Business, International, News, Strategic Legal Planning, Tax
Every year, the IRS releases a “Dirty Dozen” list of strategies it views as “schemes” to reduce or avoid taxation. In another blog post we wrote about Monetized Installment Sales, one of the first four strategies on the 2022 list. This blog post focuses on...
by Matthew McClintock | Sep 27, 2022 | News, Strategic Legal Planning, Tax
As the old saying goes, the only things in life that are certain are death and taxes. One could add to that list the proliferation of tax scams claiming to reduce or eliminate a person’s tax liability. Fortunately, unlike death and taxes, falling for a tax scam...
by Matthew McClintock | Jun 16, 2022 | Estate Planning, Philanthropy, Strategic Legal Planning
During the 2008 recession, many families took advantage of the down markets and leveraged gifting options to reduce taxes. 2022 has once again provided such an opportunity. How long this environment will last is difficult to predict, but with high exemptions combined...
by Matthew McClintock | Jun 13, 2022 | Asset Protection, Strategic Legal Planning, Tax, Trust Administration
by Thomas F. RuBane, JD In 2017, Congress passed the Tax Cuts and Jobs Act (TCJA). Part of the TCJA dealt with the Unified Credit, which at that time stood at $5 Million. The Unified Credit combines two different transfer tax exemptions – the amount a...
