Private Client Insights, August 2021

August 30, 2021

Private Client Insights newsletter June 2021

Private Client Insights newsletter August 2021

Estate and Gift Planning in the Face of Uncertainty
By Christopher D. Wright

In late 2020 there was great speculation about large-scale changes in estate and gift taxation. Today, what has changed? Nothing. But this is no time to take your eye off the ball.
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In Family Wealth and Succession, Clear Communication Is a Win for Everyone
By Sara Rabi

Talking about family wealth with your children may not come naturally to everyone, but open communication among family members is critical.
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Business Meals Temporarily Qualify for 100% Tax Deduction
By Dannell R. Lyne

Expenses for business related meals are currently deductible at a full 100% tax as a temporary measure intended to help the restaurant industry, which has suffered severe economic damage during the COVID-19 pandemic.
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