ESTATES & TRUST
PROVIDING ANSWERS FOR FUTURE
With our experience in estate planning and administration, we help you meet all of your objectives. At Seidel Schroeder we understand that estate planning is a difficult process and it is our goal to help you work through the complexities of the rules and regulations.
In-depth Knowledge for the Future
Our in-depth knowledge of taxes, property ownership, estate planning tools and techniques, include the following:
- Estate Planning and Administration
- Federal Estate Gift and Trust Tax Planning
- Charitable Trusts
- Children’s Trusts
- Private Foundations
- Life Insurance Trusts
- Gift Planning
- Family Limited Partnerships
- Personal Residence Trusts
- Dynasty Trusts
- Generation Skipping Trusts
- Testamentary Trusts
OUR ESTATES & TRUSTS TEAM
Hannah Schulz Witte
Beware of Employee Retention Credit Claims
This notice is to alert our clients to the various letters that are circulating with the appearance of an IRS notice regarding the Employee Retention Tax Credit. Please see examples below of these letters promoters and con artists are using as blatant attempts to con...
Mandatory Capitalization of Research and Experimental Costs
The Tax Cuts and Jobs Act (TCJA) passed in 2017 was primarily effective beginning in 2018 with the exception of section 174 Research and Experimental (R&E) expenditures. Many legislative proposals were made to delay or repeal the required amortization of these...
SECURE Act 2.0
Happy New Year to all of Seidel Schroeder’s Clients and Colleagues! May 2023 bless you with health, wealth, and happiness. We would like to catch you up on actions taken by Congress and the President that brought in the new year and may be of interest and benefit to...
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