by Christine | Nov 18, 2011 | Business Succession Planning, Estate Planning, Tax Planning |
As the end of the year approaches, small business owners need to meet with accountants or tax preparers to review tax-planning strategies. “Every accountant is going to be sitting with their entrepreneur clients in the next few weeks to see what they can do, both on...
by Christine | Nov 16, 2011 | Estate Planning, Tax Planning |
Rumors are circulating that the Super Committee may be planning to cut Gift Tax Exemptions from $5,000,000 to $1,000,000. The really scary part of the rumors is that the change may have an effective date of November 23, 2011. With the Super Committee in a deadlock...
by Christine | Nov 13, 2011 | Business Succession Planning, Estate Planning, Tax Planning |
As the end of the year approaches, small business owners need to meet with accountants or tax preparers to review tax-planning strategies. “Every accountant is going to be sitting with their entrepreneur clients in the next few weeks to see what they can do, both on...
by Christine | Nov 1, 2011 | Elder Law, Estate Planning, Tax Planning |
Perry and Cain, both contenders in the race to be the next Republican candidate for president, are proposing massive overhauls of the current progressive income-tax We’ve been glued to the news for the past few years trying to figure out what Congress is going to do...
by Christine | Oct 28, 2011 | Estate Planning, Tax Planning |
There may, in fact, be a free lunch somewhere, but a QTIP is not one. Blended families are a fairly normal part of modern life, with both divorces and remarriages becoming quite common. That said, this fact of life accounts for a good portion of the family baggage of...
by Christine | Oct 27, 2011 | Estate Planning, Tax Planning |
A new IRS gift tax compliance initiative responds to suspicions of widespread failure to file gift tax returns. Surprise. It’s a big year for the IRS and they’ve been opening many new fronts in the drive to assert tax law compliance. One of the largest and most unique...
