In a significant move for estate planning and tax professionals, Pennsylvania has finally joined the rest of the nation in recognizing federal grantor trust rules. Governor Josh Shapiro signed Senate Bill 815 (S.B. 815) into law on December 14, 2023, marking a pivotal shift in the state’s tax treatment of grantor trusts.
Key Changes
Impact on Taxpayers
May 7, 2025 | Estate planning
In a significant move for estate planning and tax professionals, Pennsylvania has finally joined the rest of the nation in recognizing federal grantor trust rules. Governor Josh Shapiro signed Senate Bill ...
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May 5, 2025 | Tax Planning
Learn how investors holding Apple, Tesla, or Berkshire Hathaway stock can reduce risk and manage taxes when diversifying. Why Concentrated Stock Holdings Are Risky Over the past few decades, many successful investors, executives, and ...
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May 1, 2025 | CPA
A solid financial plan covers everything from investments and retirement to taxes and estate planning. But even the most thorough plan can fall short if ...
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April 30, 2025 | Estate planning
Estate planning is more than just drafting a will—it’s a comprehensive process that requires collaboration between various professionals to ensure your wishes are effectively executed. From consultation to drafting documents and aligning assets, each step plays a crucial role in protecting your family and legacy. Here’s why working with a team of ...
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April 28, 2025 | Business Succession Planning
Whether you’re planning a business sale or already closed the deal, here’s how to reduce taxes and compound your wealth—starting now. Step One: Pre-Sale Planning with a South Dakota ...
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April 23, 2025 | Tax Planning
If you’re age 70½ or older and have more IRA money than you need, it may be time to think beyond your portfolio and start thinking philanthropically. Required minimum ...
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April 21, 2025 | Estate planning
Why failing to plan now could cost your loved ones later. Many people assume estate planning is only necessary for the wealthy or elderly—but in truth, everyone needs one. Without an estate plan, your ...
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April 16, 2025 | Financial Planning
For many entrepreneurs, building a business is a decades-long journey of wealth creation, culminating in a lucrative exit. Yet, as the Yale School of Management case study “What’s ...
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April 14, 2025 | Estate planning
Protecting your wealth is just as important as growing it. Many high-net-worth individuals and business owners focus on investment growth, tax efficiency, and estate planning but overlook asset protection—a critical ...
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April 9, 2025 | Business Succession Planning
Selling a business is often celebrated as the pinnacle of entrepreneurial success—a moment of triumph after years of hard work. Yet, as the Yale School of Management case study “What’s Next: The Entrepreneur’s Epilogue and the Paradox of Success” reveals, the reality post-exit can be far more complex. Entrepreneurs frequently experience an emotional arc that swings from euphoria ...
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