Skip to content-main content

Tax Proposals to Watch

This proposed new tax at death on certain appreciated assets, proposed by the Obama administration, would have major effect on family wealth transfers. Most estates with up to $11 million in assets can pass to heirs tax free due to Increases in the estate tax exemption and other statutory improvements enacted in the last two years. Now the administration would subject highly appreciated business, investment and personal assets in even small estates to significant taxation and the renewed necessity of costly death tax planning. This is yet another example of the divide between Republicans  and the Obama administration on tax policy, and the rough road ahead for tax reform. Here is the what you need to know

If you want to discuss this article or other tax strategy issues, connect with Brian Monbouquette.  Brian has extensive experience in tax, capital raising, M&A and partnering with 30+ years of experience as a former Big 4 and regional firm tax partner, and as a CFO for a variety of high growth companies.  d: 804-955-4424 c: 804-836-7593 e-mail: