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For Professional Advisors

Tax News You Can Use

Advise your clients on the latest tax developments with expert analysis from Northern Trust Institute Director of Tax Planning Jane Ditelberg.

Featured Insights

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    Navigate to Moore v. United States: What the Supreme Court Did and Did Not Say
    Tax News You Can Use

    Moore v. United States: What the Supreme Court Did and Did Not Say

    Understand the potential implications of the Moore case.

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    Navigate to 2024 Election Update - Taxes Take Center Stage
    Tax News You Can Use

    2024 Election Update - Taxes Take Center Stage

    Explore the distinction between each parties’ proposals.

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    Navigate to Tier-ed and True: CRT Income Taxation
    Tax News You Can Use

    Tier-ed and True: CRT Income Taxation

    A charitable remainder trust offers meaningful tax benefits

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    Navigate to Hands On Philanthropy: Private Operating Foundations
    Tax News You Can Use

    Hands On Philanthropy: Private Operating Foundations

    Understand the advantages and complexities of private operating foundations.

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    Navigate to IRS Grants Extensions of Time for Taxpayers in Declared Disaster Areas
    Tax News You Can Use

    IRS Grants Extensions of Time for Taxpayers in Declared Disaster Areas

    Review for a list of impacted states.

Meet Our Experts

Tax Insights From Jane Ditelberg

Director of Tax Planning, The Northern Trust Institute

Jane is responsible for developing our perspective on tax, including individual and entity income, executive compensation, estate and fiduciary income taxation.

Read Full Bio

Explore More Tax Insights for Professional Advisors

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    Navigate to IRS Grants Extensions of Time for Taxpayers in Declared Disaster Areas
    Tax News You Can Use

    IRS Grants Extensions of Time for Taxpayers in Declared Disaster Areas

    Review for a list of impacted states.

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    Navigate to Update on the Corporate Transparency Act
    For Advisors

    Update on the Corporate Transparency Act

    Discover the implications of the recent Alabama ruling.

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    Navigate to Executive Compensation Tax: Options, Stock Grants and Bonuses
    For Advisors

    Executive Compensation Tax: Options, Stock Grants and Bonuses

    Maximize your executive client’s compensation benefits.

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    Navigate to Gifts to Minors: Strategies for Effective Transfers
    For Advisors

    Gifts to Minors: Strategies for Effective Transfers

    Compare the techniques for gifting to minors.

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    Navigate to When, and How, to Consider a Tax Domicile Change
    For Advisors

    When, and How, to Consider a Tax Domicile Change

    Assess all applicable taxes when contemplating a move.

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    Navigate to Executive Compensation Tax: Employee Benefit Plans
    For Advisors

    Executive Compensation Tax: Employee Benefit Plans

    Understand each plan’s nuances to maximize after-tax benefits.

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    Navigate to Moore V. United States and the Future of Wealth Taxes
    For Advisors

    Moore V. United States and the Future of Wealth Taxes

    Is taxation of unrealized appreciation constitutional?

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    Navigate to How to Defer Capital Gain on the Sale of Stock to an ESOP
    For Advisors

    How to Defer Capital Gain on the Sale of Stock to an ESOP

    A tax advantaged option for business succession.

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    Navigate to The 65-Day Rule & Its Impact on Trust Income Taxes
    For Advisors

    The 65-Day Rule & Its Impact on Trust Income Taxes

    Explore the rules and benefits of this trust election.

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    Navigate to Mega-Backdoor Roth Conversions: Supercharge Retirement
    For Advisors

    Mega-Backdoor Roth Conversions: Supercharge Retirement

    Maximize your client’s savings with these considerations.

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    Navigate to Trust Income Tax and the Mysterious DNI Deduction
    For Advisors

    Trust Income Tax and the Mysterious DNI Deduction

    Insights into complex issues surrounding the taxation of trusts.

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    Navigate to Does My Child Need to File Tax Returns?
    For Advisors

    Does My Child Need to File Tax Returns?

    Review the rules to determine if a return is needed.

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    Navigate to Treasury Issues Guidance on RMDs and Inherited IRAs
    Tax News You Can Use

    Treasury Issues Guidance on RMDs and Inherited IRAs

    Understand the impact of the “10-year-rule” on RMDs for inherited retirement accounts.

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    Navigate to Tax Planning with Irrevocable Grantor Trusts
    Tax News You Can Use

    Tax Planning with Irrevocable Grantor Trusts

    A grantor trust can be a tax-effective way of gifting.

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    Navigate to The Expiring Exemption: Is Chicken Little Right?
    For Advisors

    The Expiring Exemption: Is Chicken Little Right?

    What could the expiring exemption really mean for taxpayers?

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    Navigate to Tier-ed and True: CRT Income Taxation
    Tax News You Can Use

    Tier-ed and True: CRT Income Taxation

    A charitable remainder trust offers meaningful tax benefits

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    Navigate to Hands On Philanthropy: Private Operating Foundations
    Tax News You Can Use

    Hands On Philanthropy: Private Operating Foundations

    Understand the advantages and complexities of private operating foundations.

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    Navigate to 2024 Election Update - Taxes Take Center Stage
    Tax News You Can Use

    2024 Election Update - Taxes Take Center Stage

    Explore the distinction between each parties’ proposals.

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    Navigate to What Do We Know About Vice President Harris’ Tax Proposals?
    Tax News You Can Use

    What Do We Know About Vice President Harris’ Tax Proposals?

    Harris’ past policy positions may inform current proposals.

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    Navigate to Avoiding Scammers Posing as the IRS
    Tax News You Can Use

    Avoiding Scammers Posing as the IRS

    Knowing how the IRS contacts taxpayers can weed out scams

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    Navigate to TCJA Individual Income Tax Provisions Subject to the Sunset
    Tax News You Can Use

    TCJA Individual Income Tax Provisions Subject to the Sunset

    Taxpayers can plan for sunsetting provisions of the TCJA.

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    Navigate to New RMD rules issued by the IRS
    Tax News You Can Use

    New RMD rules issued by the IRS

    We now have certainty on RMDs for inherited accounts.

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    Navigate to §6166 Deferral and Other Tools for the Illiquid Estate
    Tax News You Can Use

    §6166 Deferral and Other Tools for the Illiquid Estate

    Learn ways to reduce the liquidity burden from estate taxes.

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    Navigate to 501(c)(3) vs. 501(c)(4) Organizations
    Tax News You Can Use

    501(c)(3) vs. 501(c)(4) Organizations

    A multi-channel approach to donations improves flexibility

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    Navigate to SEP and SIMPLE Retirement Plans for Small Employers
    Tax News You Can Use

    SEP and SIMPLE Retirement Plans for Small Employers

    Explore plan options that offer choice and flexibility.

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    Navigate to Options for a Spouse as Beneficiary of a Retirement Account
    Tax News You Can Use

    Options for a Spouse as Beneficiary of a Retirement Account

    Learn about the options available to spousal beneficiaries.

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    Navigate to Moore v. United States: What the Supreme Court Did and Did Not Say
    Tax News You Can Use

    Moore v. United States: What the Supreme Court Did and Did Not Say

    Understand the potential implications of the Moore case.

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    Navigate to Managing Liquidity with Split-Dollar Life Insurance
    Tax News You Can Use

    Managing Liquidity with Split-Dollar Life Insurance

    Discover the benefits of split-dollar arrangements.

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    Navigate to Ring Out the Old Year: 2024 Year-End Tax Planning
    Tax News You Can Use

    Ring Out the Old Year: 2024 Year-End Tax Planning

    Review last minute tax planning strategies for 2024.

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    Navigate to Gift Planning Flexibility with SLATs SPATs and DAPTs
    Tax News You Can Use

    Gift Planning Flexibility with SLATs SPATs and DAPTs

    Build versatility into your estate planning today.

Explore Specialized Advice

LEARN HOW WE CAN WORK TOGETHER

We take a holistic approach that complements your expertise and provides insight across all aspects of clients’ financial plans, including tax and wealth transfer, banking, investments, philanthropy, wealth planning, family education and fiduciary services.

ABOUT THE INSTITUTE

The Northern Trust Institute is a collaboration of more than 175 experts who harness insights from real-world client outcomes and equip our clients with advice that is tested, meaningful and timely.