by YALI | Feb 12, 2019 | Tax Planning
Advantages of Investing in Opportunity Zones The new federal tax law passed in 2017 included an Investing in Opportunity Act. The Act established Opportunity Zones and Opportunity Funds. The Opportunity Zone Act was designed to stimulate investment in federal and...
by YALI | Feb 5, 2019 | Tax Planning
What is a Charitable Lead Trust? How does it work? What type of client could use one? (Our second in a multi-part series on advanced estate planning topics) A charitable lead trust (CLT) is essentially the reverse of a charitable remainder trust. It is an irrevocable...
by YALI | Jan 25, 2019 | Tax Planning
What is a Charitable Remainder Trust? (This is going to be the first in a series of advanced estate and charitable planning topics we are going to be covering each week) A charitable remainder trust (CRT) is a powerful charitable vehicle that provides two essential...
by YALI | Dec 24, 2018 | Tax Planning
Some Tax Suggestions for the End of 2018 The Tax Cuts and Jobs Act of 2017 should have taxpayers thinking about things they can do – even in late December of 2018 – to help save on their federal taxes. While it’s great to focus on the holidays, focusing on taxes can...
by YALI | Dec 14, 2018 | Update
Yaser Ali Awarded Diversity Leader Award! Congratulations to our managing attorney on being selected as a Diversity Leader Award Winner at Diversity Leadership Alliance’s annual conference on Thursday, November 29th. To learn more about DLA and the great work...
