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Trust Planning Opportunity and the 65 Day Rule

trust planning 65 day rule

It’s not too late to take advantage of planning opportunities for certain trusts for 2017 tax filings. Irrevocable Trusts that do not require the trustee make distributions of income and principal to the beneficiaries can take advantage of the “65 Day Rule”. This Rule allows trustees to make distributions within 65 days of the new…

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Net Unrealized Appreciation: A Tax Saving Opportunity

Net Unrealized Appreciation Net unrealized appreciation (NUA) is a favorable tax planning opportunity that can often save a taxpayer tens of thousands of dollars.  However, this tax planning opportunity is often underused because most people are unaware of its existence.  In order to utilize this tax planning opportunity, an employee must own company stock in…

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