Speeches & Publications
Corporate Transparency Act
The Corporate Transparency Act, a new law in effect January 1, 2024, requires most business entities to file an information report with the U.S. Department of the Treasury’s Financial Crimes
678 Trusts (also called Beneficiary Defective Irrevocable Trust)
Typically, when a client is considering options to help reduce estate taxes, the client must consider techniques that require the client to part with assets he or she has accumulated
Tax Workshop
John Hunter and Christopher Beck presented a “Tax Workshop” to member of TIGER 21 in Dallas on August 28, 2023. Slide Deck: Tax Workshop (John Hunter & Christopher Beck, 8-28-2023)
Planning in the Perfect Storm
Marvin Blum and Frank Leffingwell spoke at Business Owners Conferences in April 2023 sponsored by Bank of America/Merrill Lynch on “Planning in a Perfect Storm.” Knowing that 50% of owners
Estate Planning Checkup: 10 Questions to Ask
Marvin Blum presented “Estate Planning Checkup: 10 Questions to Ask” to several TIGER 21 groups in Dallas and New York in February and April of 2023. Slide Deck: Estate Planning
In Search of “Family Glue” – Improving the Odds of Multi-Generational Success
Marvin Blum spoke to the Dallas Council of Charitable Gift Planners on March 14, 2023, to present “In Search of ‘Family Glue’- Improving the Odds of Multi-Generational Success.” Every family deals