ECONOMIC STRATEGIST BLOG

It’s Tax Season

Tax season is in full swing. Experts say tackling it this year could mean going through a lot of provisions that are not in effect. "There's been a lot of changes," said Tom Weickgenant, IRS Enrolled Agent and CFO at Economic Strategist. These changes are by the...

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Economic Strategist Specialized Trusts

Nelson Rockefeller famously said, “The secret to success is to own nothing, but control everything.” "This company focuses on a special type of trust," says Chief Compliance Officer and IRS Enrolled Agent, Matthew Jennings. "It's a non-grantor, irrevocable,...

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Internal Revenue Code: Section 643

This is a summary of IRS Code; Rule 643. It says if a Trust has a Simple or Complex provision, is Discretionary and no percent is designated to one Beneficiary that the Trustee of the Trust may make a declaration that the income is either Extraordinary Dividends,...

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