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William Byrnes
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international tax & financial planning author and professor
international tax & financial planning author and professor

160 followers
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Sorry for the lack of posting over the last few months.  William and I (along with several others) have been updating Matthew Bender’s Texas Estate Planning, which William has either uploaded or will upload soon.   Here are a few key links to the global…
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Tax Reform May Require Additional Disclosures for Withholding Purposes The IRS released a draft Form W-4 designed to reflect the new changes to the tax code imposed by the 2017 tax reform legislation, including the elimination of the personal exemption.…
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Generally, the more assets a person owns in one’s name, the more likely it is that he or she will be a target mark for creditors. This is why it’s good practice to own as little as possible in your own name. In order to accomplish this goal, it’s…
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From the SEC: SEC Proposes to Enhance Protections and Preserve Choice for Retail Investors in Their Relationships With Investment Professionals FOR IMMEDIATE RELEASE 2018-68 Washington D.C., April 18, 2018 — The Securities and Exchange Commission today…
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Last week, I noted that a court overturned the DOL’s new “fiduciary” rule.  Since its enactment, the new rule has been a point of contoversy within the investment community. However, what exactly is a fiduciary standard?  Let’s begin by looking at the…
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This link will take you to a page that has a link to each of the IRS’ targeted transactions for 2018. Here is a screen grab of the main IRS page:
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From the NY Times:
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My colleague Jay Adkisson has written a summation of a new domestic asset protection trust case at Forbes.  Another colleague, Steve Oshens, has weighed in as well.   Mr. Adkisson argues this case is the final nail in the asset protection trust industry;…
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This is an article that I wrote for the TaxAnalysts Service a few months ago.157tn1817-Stewart
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I often refer to reading the tax code as “hop, skip and jump” reading because one paragraph or section of the code will require the reader to reference several other sections in order to comprehend what the meaning behind the first code section.    §402,…
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