Press containing comments from Clay R. Stevens on options and strategies for charitable gift planning.
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Category: Press
Should Affluent Clients Wait A Year To Make Big Donations? (“Financial Advisor” November 2021)
Press containing comments by Clay R. Stevens on the possible charitable giving strategies.
Preparing Charitable Clients For The Biden Tax Regime (“Financial Advisor” January 2021)
Press containing comments by Clay R. Stevens on the possible charitable giving changes.
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Here’s How Much You Would Pay Under Biden’s and Trump’s Tax Plans (“Barron’s” – October 2020)
Press containing comments by Clay R. Stevens on the possible estate tax law changes post election.
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California Lawmakers’ Tax Voucher Stimulus Plan Poses Risks (“Bloomberg Tax” – August 2020)
Press containing comments by Clay R. Stevens on California tax law proposals.
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5 Common Tax Myths Debunked (fathom – April 2018)
Press containing comments by Clay Stevens on common tax myths such as the benefits of charitable giving with appreciated stock and considerations around changing state residency to reduce state income taxes. View article
Battle Involving Leona Helmsley Estate Spotlights Issue of Executor Pay (“The Wall Street Journal” – January 2016)
Press containing comments by Clay R. Stevens on the Leona Helmsley estate. View article
Family Limited Partnerships’ Future in Question (“Accounting Today” – August 2015)
Press containing comments by Clay R. Stevens on the rumored new Family Limited Partnership regulations. View article
Gimme Shelter (“Financial Advisor” – September 2013)
Press containing comments by Clay R. Stevens on Delaware Incomplete Gift Non-Grantor trusts. View article
Dramatic Estate Tax Battle Delivers Fresh Lessons (Reuters – July 2012)
Press containing comments by Clay R. Stevens on formula allocation clauses. View article