The Estate Tax Is Not Going Away
Last Friday, a consensus was reached by the House-Senate Conference Committee on the competing versions of the House and Senate tax...
Breaking News: Proposed Estate Tax Repeal
House Republicans today outlined a tax reform structure that they are attempting to get passed prior to year-end, which has important...
Great News for Family-Owned Businesses
The Treasury Department announced yesterday that, under President Trump's executive order, it will withdraw several tax regulations that...
Breaking News
Projected 2018 estate and gift exemption amounts have been calculated by experts using inflation adjustments. While the IRS has yet to...
Great News for Surviving Spouses
The Internal Revenue Service recently issued a revenue procedure, Rev. Proc. 2017-34, which provides a simplified method to obtain an...
Generation-Skipping Transfer Tax: What It Is and How to Avoid It
The Internal Revenue Code imposes a transfer tax at each family generation. If an asset passes from a parent to a child, and then from...
What to Anticipate in 2017
President Trump has now been in office for just over a week, and one thing is clear - there's no anticipating most of what will transpire...
Ensure Your 2016 Charitable Deduction
The federal government encourages your generosity by allowing you to deduct your gifts to charities on your income tax return if you...
A New Year's Resolution Parents Can't Afford to Break
As the mother of three minor children, I am acutely aware of how vulnerable my children would be if something happened to me. However,...
IT'S GAME TIME: 2016 YEAR-END ESTATE PLANNING
GIFTS TO LOVED ONES Overall Estate Plan Review – New Year’s Resolution. Creating or updating an estate plan is not necessarily a...
