Preparing Charitable Clients For The Biden Tax Regime (“Financial Advisor” January 2021)

Posted March 24, 2021 by Phantom Design

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)

Posted October 23, 2020 by Phantom Design

Press containing comments by Clay R. Stevens on the possible estate tax law changes post election.
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The 2020 Election and Estate Planning (“fathom” – September 2020)

Posted September 28, 2020 by Phantom Design

This article was completed prior to the 2020 election and covers possible upcoming changes in estate taxes.
By Rachel Lee and Clay Stevens
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California Lawmakers’ Tax Voucher Stimulus Plan Poses Risks (“Bloomberg Tax” – August 2020)

Posted August 28, 2020 by Phantom Design

Press containing comments by Clay R. Stevens on California tax law proposals.
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Estate Planning Opportunities During Down Markets (“fathom” – April 2020)

Posted April 22, 2020 by Phantom Design

This article discusses options for estate tax reduction planning in less favorable economic climates.
By Rachel Lee
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5 Common Tax Myths Debunked (fathom – April 2018)

Posted November 15, 2018 by Phantom Design

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

Freeze Assets in Your Estate Before a Liquidity Event (“fathom” – October 2017)

Posted October 22, 2017 by Phantom Design

This article reviews estate planning techniques available prior to the sale of an asset.
By Dawn Baca
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Estate Planning Checkup: 3 Questions to Ask Annually (“fathom” – August 2017)

Posted August 22, 2017 by Phantom Design

This article reviews the estate planning items everyone should review regularly with their advisors.
By Melissa Punim
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Estate Planning Checkup: 3 Questions to Ask Annually (“fathom” – August 2017)

Posted August 15, 2017 by Phantom Design

This article provides key questions to discuss with your wealth manager each year with respect to estate planning. View article

Battle Involving Leona Helmsley Estate Spotlights Issue of Executor Pay (“The Wall Street Journal” – January 2016)

Posted January 9, 2017 by Phantom Design

Press containing comments by Clay R. Stevens on the Leona Helmsley estate. View article

Publications

Preparing Charitable Clients For The Biden Tax Regime (“Financial Advisor” January 2021)

Here’s How Much You Would Pay Under Biden’s and Trump’s Tax Plans (“Barron’s” – October 2020)

The 2020 Election and Estate Planning (“fathom” – September 2020)

California Lawmakers’ Tax Voucher Stimulus Plan Poses Risks (“Bloomberg Tax” – August 2020)

Estate Planning Opportunities During Down Markets (“fathom” – April 2020)

5 Common Tax Myths Debunked (fathom – April 2018)

Freeze Assets in Your Estate Before a Liquidity Event (“fathom” – October 2017)

Estate Planning Checkup: 3 Questions to Ask Annually (“fathom” – August 2017)

Estate Planning Checkup: 3 Questions to Ask Annually (“fathom” – August 2017)

Battle Involving Leona Helmsley Estate Spotlights Issue of Executor Pay (“The Wall Street Journal” – January 2016)

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