December 2021 | Sharpe Group
Sharpe Blog

Archive for December, 2021

Getting Ready for 2022 – The Power of “No” and “One”

The power of “no” As December draws to a close, we know with certainty the Build Back Better (BBB) legislation will not be enacted in 2021. Senator Manchin’s recent “This is a no” comment suggests the likelihood of dramatic changes to the income and transfer tax for 2022 are also remote. While 2021 saw advisors …Read More

Too Clever by Half: Inheritance Agreements Wrapped in an LLC?

Some donors do not wish to burden their co-owners with the obligation of a purchase or the entity with a redemption. Other donors are concerned that a business interest could be sold or gifted into the unfriendly hands of a former spouse or a spendthrift beneficiary. Could a limited liability company (LLC) be structured to …Read More

Sharpe Group Blog