David A. Altro and Jonah Z. Spiegelman

Shield insurance proceeds from U.S. estate tax

Life insurance can play an important role in estate planning. But complexities arise if you’re subject to U.S. estate tax.

By David A. Altro and Jonah Z. Spiegelman |July 20, 2014

4 min read

Tax News

Shield insurance proceeds from U.S. estate tax

Trusts are key to avoiding a costly trap

By David A. Altro and Jonah Z. Spiegelman |June 20, 2014

6 min read

Tax News

Reduce taxes for Canadians with U.S.-resident children

Failure to think ahead can mean a massive bill

By David A. Altro and Jonah Z. Spiegelman |April 11, 2014

4 min read

Estate Planning

Tax benefits of an estate freeze

Cut your clients’ bill with this common strategy

By David A. Altro and Jonah Z. Spiegelman |February 14, 2014

4 min read

Tax

Give the taxman less of your business

When you own a business with substantial earnings, an estate freeze can keep tax costs down.

By David A. Altro and Jonah Z. Spiegelman |February 14, 2014

3 min read

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