Insurance Insights 360: A KPMG podcast series
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Insight
Family Office Fridays: Section 1202 Exclusion for Sale of Qualified Small Business Stock
Section 1202 encourages investment in certain corporations by allowing taxpayers to exclude some (or all) of the taxpayer’s gain on the disposition of the entity. Although section 1202 has been around for decades, the current exclusion of up to 100 percent of the gain on disposition (coupled with the recent reduction of the income tax rate for C corporations) has greatly increased interest in this provision. Section 1202 provides a significant potential benefit for taxpayers, but includes certain traps for the unwary. Further, there is a lack of guidance on various aspects of its operation. Please join KPMG LLP for a webcast with professionals from our Washington National Tax practice that will discuss potential considerations in structuring transactions to help taxpayers obtain or avoid losing a potentially significant tax benefit under section 1202. Please join us for what promises to be an insightful and informative webcast.
Insight
Family Office Fridays: Benefits of Using a Grantor Trust in Tax Planning
A grantor trust is a special type of trust where the grantor of the trust retains significant control over, or benefit in, the trust. With a grantor trust, the grantor (and not the trust) is considered the true owner of the assets for federal income tax purposes. This federal income tax dynamic creates a number of potential tax (and non-tax) benefits and detriments for a taxpayer to be aware of if utilizing a grantor trust in the taxpayer’s overall tax planning. Please join KPMG LLP for a webcast with professionals from our Washington National Tax practice that will discuss the following aspects of grantor trusts:
Insight
Vehicle manufacturing drives industrial production
Demand for Generative AI is expected to fuel demand for computer equipment.
Insight
Exploring the Future of Indirect Tax and Managed Services
This TaxWatch webcast will discuss the latest market trends in indirect tax, the impact of technology, and the future of indirect tax. Hear how to stay ahead of the curve and gain valuable insights into the future of the indirect tax function, and how managed services may be a viable option.
Insight
March housing starts retreat
Builders continue to offer incentives to offset higher mortgage rates.
