by YALI | Feb 3, 2024 | Estate Planning, Tax Planning
Tax Reimbursement Clauses – How to Incorporate Tax Reimbursement Clauses in Your Trust Managing Attorney, Yaser Ali, published a new article this week alongside renowned national experts, Martin Shenkman and Jonathon Blattmachr on Tax Reimbursement Clauses in...
by YALI | Jan 5, 2023 | Estate Planning, Tax Planning
Trust us, your future self will thank you As the new year begins, it’s a great time to reflect on the past and start planning for the future. One important aspect of this planning should be considering your estate and tax planning. Here are a few reasons why the...
by YALI | Dec 15, 2022 | Tax Planning
As the year comes to a close, it’s important to start thinking about your tax strategy for the upcoming tax season. Our attorneys, Abboud Chaballout and Yaser Ali presented a webinar on year-end tax planning strategies last night, covering loss harvesting, roth...
by YALI | Jul 26, 2022 | Estate Planning, Tax Planning
Should I name my trust as the beneficiary of my retirement accounts? In our last post, we discussed the importance of funding your trust and outlined the process for updating various assets. One of the most complicated issues for clients is how to handle retirement...
by YALI | Jun 12, 2019 | Tax Planning
Donor Advised Fund vs. Private Foundation Donor advised funds (DAF) and private foundations are both great tools for helping charities while saving income taxes. While the creation of private foundations used to be the norm, more and more people are considering donor...
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...
