Neal, Gerber & Eisenberg LLP’s Post

Many investors in my fund have been curious about real estate tax benefits. To address this, I collaborated with my accountant, Jim Dale, CPA, partner at Perlson LLP, who provided valuable insights on the topic. Check out the article for a simplified explanation. #realestate #taxbenefits

This week, I'm joined joined by special guest Dennis Serre, President & CEO of Serre Financial ▶️ Dennis brings over 30 years of taxation planning experience to clients and financial advisors across the country. He began his career with the CRA, and he remains a leader in the industry by researching and providing unique tax alternatives to business owners and high-net-worth individuals. Topics discussed include, but aren't limited to: ✅The use of family trusts for tax deferral ✅Tax on Split Income (TOSI) rules and how family trusts can reduce their impact ✅How family trusts can be used to reduce taxation on the sale of capital property such as real estate ✅Using a family trust to multiply the Lifetime Capital Gains Exemption ✅How estate freezes can be used to pass a business onto the next generation

Discover how Family Limited Partnerships (FLPs) can be used as a strategic tool to pass wealth down to future generations while minimizing estate and gift taxes. This article explores key discount valuation methods that reduce taxable amounts which make FLPs effective for tax-saving in estate planning. Learn more about the benefits and considerations of incorporating FLPs into a wealth-transfer strategy. https://zurl.co/VZcP

Family Limited Partnerships (FLPs) offer a powerful way to transfer wealth within families while minimizing tax exposure. By using strategic discount valuations families can significantly reduce the taxable value of their assets.  Learn how this strategy can benefit estate planning in my latest blog post.

You've worked hard your whole life to provide for your family and make your loved ones more secure. Without advanced estate planning strategies, many of your hard-earned assets may end up with the IRS and state taxing authorities. Learn more about our estate planning strategies and services: https://buff.ly/42oEYjp #EstatePlanning #estateattorneys #AssetProtection

It is National Estate Planning Awareness Week! Understand how specific trust strategies and the management of lifetime gifts can help you maximize your federal estate tax efficiency. Learn more through the Morgan Stanley Wealth and Estate Planning Video Series. https://lnkd.in/g9_eaytR

Wrap up the year with a gift for your clients -- and your practice! Join us for "Real Estate Liquidity Strategies and Saving High Leverage Deals Gone Bad" with Jason Pueschel from our sponsors Alternative Tax Management. Learn how to turn up the heat on creative tax strategies and keep your clients' investments on solid ground! Don't miss this opportunity to uncover powerful strategies with Delaware Statutory Trusts. https://bit.ly/3YJjf4q

Election results can have a profound impact on estate planning, influencing everything from tax policy to transfer strategies. As we await potential shifts investors need to stay informed and proactively assess their estate plans. This article by James Blase, Prinicipal at Blase & Associates, LLC writing in WealthManagement.com dives into key considerations and possible changes to help individuals prepare for the future. #EstatePlanning #TaxPolicy #WealthManagement #ElectionImpact #FinancialPlanning https://lnkd.in/eaQx5A7M

Say goodbye to tax worries and hello to financial wellness. Our team will work with you to craft a personalized tax planning roadmap tailored to your unique circumstances and goals, empowering you to achieve greater peace of mind and prosperity. Hit the link to learn more 👇 https://buff.ly/47YpiG8 #SwatAdvisors #taxprofessionals #IRStaxdebt #taxlevy #taxlevies #taxlien #stoptheIRS

Tax season is in full swing! And while you may be focusing on the here-and-now, don't forget to talk to your CPA about your estate and succession plans this year. We're here when you need us. #TaxSeason #EstatePlanning