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How Family Wealth Planning is Evolving to Benefit Every American Family

All too often, wealth planners focus only on the dollars. From annual monetary gifts to conditional clauses in inheritance documents, the subject of family wealth planning isn’t always the most flexible or the most broadly accessible for the everyday American family. On today's episode of Tax Girl, Richard and Claudia of Appanage explain the importance of factoring in the family’s “well-being” when considering generational wealth and inheritance tax.

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  90: US Expat Taxes for Americans Living Abroad

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  89: Gender and Equality in the Tax Profession

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  88: The Impact of Inflation in 2022

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  87: Shedding Light on the New Requirements for Information Reporting

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  86: What CEOs Think About The Economy and New Challenges Ahead

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  85: Making Sense of the Child Tax Credit in 2022

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  84: Education and Student Loan Survival

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  83: Making Sense of Tax Season in 2022

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  82: Tax Preparation - What Taxpayers Need to Know

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  81: Impacts on the Tax Profession in 2022

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  80: Ask The Taxgirl - Answering Listener Questions

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  79: The OECD Global Minimum Tax Deal and What to Expect

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  78: Navigating the Ever-Changing World of Sales Tax in 2022

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  77: IRS Service Problems, Funding, and Returning to “Normal”

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  Busting Financial Crime after Panama Papers Scandal

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  The Hidden Underbelly of Sin Taxes