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Insights on EGT: The Bloomberg Tax Perspective (2021-2022)

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Legislation related to Covid-19 relief has come and gone, bringing a couple of changes to the charitable contribution deduction, and leaving wealth planning relatively untouched.

The theme for 2021 has been the myriad of potential changes to the estates, gifts, and trusts practice area that could eliminate many estate planning vehicles in our arsenal. This potential upheaval has created a background of complete uncertainty — sending clients and practitioners scrambling.

At the same time, the prospect of retroactive changes to grantor trusts has added to the panic. Many wealth planning practitioners hope that the most recent amendment to the potential legislation omitting such transfer tax changes is here to stay.

Find out everything you need to know to stay ahead of these changes with our comprehensive and insightful overview of the 2021-2022 tax and nontax developments.

We cover:

  • Federal legislation
  • Regulations (final, proposed, and repealed)
  • Tax court and courts of appeals opinions
  • IRS guidance (revenue procedures, revenue rulings, PLRs/TAMs/CCAs, etc.)
  • Select state legislation and court opinions

Download the report now to keep your Trusts and Estates practice up to speed.

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