Fiore Authors Estate Planning Journal Article on Income Tax Planning Opportunities for Estate Planning Clients

Andersen Managing Director Carl Fiore authored an article for Thomson Reuters Estate Planning Journal (WG&L). The article, You Can’t Take it With You (But Don’t Have to Lose it): Pre and Post Mortem Planning for Income Tax Attributes, provides a review of income tax planning opportunities for estate planning clients. While many practitioners are focusing on potential tax legislation on the horizon and reductions in the gift, estate and generation-skipping transfer tax exemptions looming in the near future, the article explains why it is also important not to lose focus on income tax attributes held by individuals and estates and trusts.

Carl Fiore is a Managing Director in the Andersen US National Tax office, where he focuses on gift, estate, individual, charitable and fiduciary tax consulting and compliance matters. Carl has significant experience with tax and financial matters affecting entrepreneurs, executives and other high-net-worth individuals. He has worked with numerous families and closely held businesses to develop and implement wealth maximization plans through the use of family entities, income tax planning, stock option planning, charitable giving strategies, and effective gift and estate tax planning.

January 29, 2021

Thomson Reuters Estate Planning Journal