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Tag Archives: estate planning

Podcast – BPB Knows Trusts


Posted on June 01, 2023 by

In this episode, Director of Tax Services Jeff Mutnik answers the questions what is a trust and who needs one?

Podcast – BPB Knows Estate Planning


Posted on May 19, 2022 by

In this episode Director of Tax Services Jeff Mutnik explains when someone needs an estate plan and the potential tax and legacy value in creating a plan, including avoiding probate and trusts you can control before and after death.

What’s In the Latest Draft of Proposed Tax Law Changes?


Posted on October 04, 2021

On September 25, the House Budget Committee voted to approve the latest round of recommended changes to the U.S. tax code as part of the president’s $3.5 trillion Build Back Better Act. The draft legislation calls for higher taxes, but at rates that are not as high as previously proposed. In addition, it fails to […]