Estate tax in the United States

Linda Mack of Mack International was a featured panelist on a webcast sponsored by Family Enterprise USA on July 26, 2023

Retrieved on: 
Thursday, August 17, 2023

WEST PALM BEACH, Fla., Aug. 17, 2023 /PRNewswire-PRWeb/ -- Linda Mack of Mack International was a featured panelist on a webcast discussing the latest trends in family office and family business recruiting and retention sponsored by Family Enterprise USA. The webcast, entitled "Navigating Today's Job Market: Recruiting and Retention Strategies for Family Businesses" was led by Pat Soldano, President of Family Enterprise USA. The panel included Linda Mack, Laura Lawless, a partner at Squire Patton Boggs, and Preston Rutledge, Strategic Consulting Advisor at Brownstein, Hyatt, Farber Schreck.

Key Points: 
  • WEST PALM BEACH, Fla., Aug. 17, 2023 /PRNewswire-PRWeb/ -- Linda Mack of Mack International was a featured panelist on a webcast discussing the latest trends in family office and family business recruiting and retention sponsored by Family Enterprise USA.
  • The webcast, entitled "Navigating Today's Job Market: Recruiting and Retention Strategies for Family Businesses" was led by Pat Soldano, President of Family Enterprise USA.
  • Speaking on retention, Ms. Soldano asked the panel about the changes Family Businesses are making to keep employees happy.
  • Family Enterprise USA represents and celebrates all sizes, and industries of family businesses and multi-generational employers.

Linda Mack of Mack International was the featured guest on a podcast webinar sponsored by Family Enterprise USA and Policy and Taxation Group October 19, 2022

Retrieved on: 
Thursday, November 10, 2022

WEST PALM BEACH, Fla., Nov. 10, 2022 /PRNewswire-PRWeb/ -- Linda Mack of Mack International was the featured guest on a podcast webinar co-sponsored by Family Enterprise USA (FEUSA) and Policy and Taxation Group (PATG) October 19, 2022. The interview was conducted by FEUSA President, Pat Soldano on Recruiting and Retention Strategies for Top Leadership. The webinar has been recorded and can be accessed through the following link:

Key Points: 
  • What that is doing is really pushing Family Offices and Family Businesses to be much more professional, institutional and planning oriented.
  • Candidates that will be most coveted by Family Offices in their C-suite will be less reactive and more proactive and strategic.
  • "Multi-generational family businesses and family business offices have to grapple with leadership issues other businesses do not have to deal with," said Pat Soldano, President, Family Enterprise USA.
  • Family Enterprise USA represents and celebrates all sizes, and industries of family businesses and multi-generational employers.

Jeff Domal Joins Andersen as a Managing Director in Los Angeles

Retrieved on: 
Friday, July 30, 2021

Andersen welcomes Jeff Domal as a Managing Director in the Los Angeles office as part of the Commercial practice.

Key Points: 
  • Andersen welcomes Jeff Domal as a Managing Director in the Los Angeles office as part of the Commercial practice.
  • Jeff has over 32 years of experience in the domestic and international real estate sector.
  • Before joining the firm, Jeff was a Partner at EY, where he focused exclusively on real estate tax services.
  • His extensive experience in working in the real estate sector will provide our broader team with a new advantage, added U.S. Country Managing Director, Dan DePaoli.

The Education Plan® Offers Grandparents a Meaningful Gift Idea, Estate Planning Vehicle

Retrieved on: 
Tuesday, April 6, 2021

A 529 plan also can be used as a way to transfer wealth and reduce potential estate taxes.

Key Points: 
  • A 529 plan also can be used as a way to transfer wealth and reduce potential estate taxes.
  • Of course, the best plan is to start when the grandchildren are young and to add to the account regularly.
  • The Education Plan can be used as a tool for estate planning.
  • A 529 college savings plan account can be opened with as little as $1, and contributions can be made at any time.

The American College of Trust and Estate Counsel Announces Ann B. Burns as New President

Retrieved on: 
Thursday, March 18, 2021

WASHINGTON, March 18, 2021 /PRNewswire-PRWeb/ -- The American College of Trust and Estate Counsel (ACTEC) today announced that Ann B. Burns will serve as the College's new President.

Key Points: 
  • WASHINGTON, March 18, 2021 /PRNewswire-PRWeb/ -- The American College of Trust and Estate Counsel (ACTEC) today announced that Ann B. Burns will serve as the College's new President.
  • Burns, a partner at Lathrop GPM LLP in Minneapolis, Minnesota, succeeds ACTEC Fellow Stephen R. Akers from Dallas, Texas.
  • ACTEC is a national, nonprofit association of lawyers and law professors from throughout the United States and abroad.
  • ACTEC Fellows have extensive experience in a range of practice areas including estate and trust planning; estate tax, gift tax and generation-skipping tax planning; fiduciary income tax planning; charitable planning; planning for owners of closely held and family businesses; fiduciary litigation; and estate and trust administration.

Ryan’s Acquisition of the Real Estate Tax Group Adds Expertise and Scale in Louisiana

Retrieved on: 
Tuesday, November 17, 2020

Ryan , a leading global tax services and software provider, announced the acquisition of the Real Estate Tax Group (RETG), a market leader in property tax consulting primarily serving clients in Alabama, Florida, Louisiana, Mississippi, and Texas.

Key Points: 
  • Ryan , a leading global tax services and software provider, announced the acquisition of the Real Estate Tax Group (RETG), a market leader in property tax consulting primarily serving clients in Alabama, Florida, Louisiana, Mississippi, and Texas.
  • Based in New Orleans, Louisiana, RETG specializes in property tax consulting and appeals, real estate valuation, and economic development incentives procurement for clients in the hotel, office, retail, and commercial real estate markets.
  • The strategic acquisition adds a team of highly qualified property tax professionals with more than 60 years of combined experience to Ryans industry-leading property tax team, which is the largest property tax practice in North America.
  • The deal also adds significant relationships to Ryans client portfolio, who will benefit from Ryans strong property tax expertise and comprehensive corporate tax solutions.

Fisher Investments UK's New Infographic Answers Crucial Inheritance Tax Questions

Retrieved on: 
Monday, November 9, 2020

LONDON, Nov. 9, 2020 /PRNewswire/ -- Fisher Investments UK recently released Inheritance Tax: The UK's "Most Hated" Tax?

Key Points: 
  • LONDON, Nov. 9, 2020 /PRNewswire/ -- Fisher Investments UK recently released Inheritance Tax: The UK's "Most Hated" Tax?
  • , a thought-provoking new infographic that answers key questions about inheritance tax (IHT).
  • Fisher Investments UK's infographic clarifies how IHT is calculated, who is responsible for paying and when the tax is due.
  • To see the infographic and learn more about the inheritance tax, please visit
    About Fisher Investments UK and Fisher Investments Europe Limited:
    Fisher Investments UK is the trading name of Fisher Investments Europe Limited and is part of the global group of Fisher companies.

Fisher Investments UK's New Infographic Answers Crucial Inheritance Tax Questions

Retrieved on: 
Monday, November 9, 2020

LONDON, Nov. 9, 2020 /PRNewswire/ -- Fisher Investments UK recently released Inheritance Tax: The UK's "Most Hated" Tax?

Key Points: 
  • LONDON, Nov. 9, 2020 /PRNewswire/ -- Fisher Investments UK recently released Inheritance Tax: The UK's "Most Hated" Tax?
  • , a thought-provoking new infographic that answers key questions about inheritance tax (IHT).
  • Fisher Investments UK's infographic clarifies how IHT is calculated, who is responsible for paying and when the tax is due.
  • To see the infographic and learn more about the inheritance tax, please visit
    About Fisher Investments UK and Fisher Investments Europe Limited:
    Fisher Investments UK is the trading name of Fisher Investments Europe Limited and is part of the global group of Fisher companies.

New Study Finds Estate Planning Solutions from Biden Tax Plan, Wealth Advisors Trust Report Finds

Retrieved on: 
Sunday, October 18, 2020

RAPID CITY, S.D., Oct. 18, 2020 /PRNewswire-PRWeb/ --A team lead by family corporate trustee management expert, Christopher Holtby, has published a report about estate tax issues and solutions affecting the top 1% of wealthy families in America.

Key Points: 
  • RAPID CITY, S.D., Oct. 18, 2020 /PRNewswire-PRWeb/ --A team lead by family corporate trustee management expert, Christopher Holtby, has published a report about estate tax issues and solutions affecting the top 1% of wealthy families in America.
  • The report concluded:
    a) Current estate and gift tax exemption amount, inflation adjusted, highest level in 100 years.
  • c) November election results could reduce estate and gift tax exemption amounts by 50% or more.
  • For questions about the report, a comment on the findings, or an introduction to the industry experts included in this report, contact, Christopher Holtby at [email protected]
    Wealth Advisors Trust Company, based in South Dakota, revolutionizes trust administration with common sense.

529s Can Be Estate Planning Vehicle

Retrieved on: 
Thursday, August 20, 2020

Another important benefit is the potential use of 529 accounts for gifting and estate planning.

Key Points: 
  • Another important benefit is the potential use of 529 accounts for gifting and estate planning.
  • A donor can gift up to $15,000 annually per 529 beneficiary free of federal estate and gift tax impact if no other gifts to the recipient are given that year.
  • If the donor dies before the five years are up, a prorated portion of the contribution will be considered part of the donors taxable estate.
  • Its a great vehicle for lightening the estate tax load on your loved ones, while supporting future generations by providing funding for their college education.