Jan 29, 2013 | Estate Planning
The recent enactment of the American Taxpayer Relief Act lays to rest much of the uncertainty in the federal wealth-transfer tax laws that complicated planning efforts for roughly the last twelve years. Consequently, there is no better time than now to review the...
Jan 29, 2013 | Estate Planning
The American Taxpayer Relief Act passed on January 1, 2013, extended through the end of 2013 the provision allowing you to make a charitable contribution up to $100,000 to a qualified public charity from your IRA if you are over 70 1/2 years of age and are taking...
Jan 11, 2013 | Estate Planning
It is not too late to make a charitable contribution up to $100,000 to a qualified public charity from your IRA if you are over 70 and 1/2 and currently withdraw Required Minimum Distributions. The American Taxpayer Relief Act (“the Act”) passed on January 1, 2013...
Jan 7, 2013 | Estate Planning, Tax Law
In the early hours of 2013, Congress passed, and the President signed, the American Taxpayer Relief Act of 2012 (the “2012 Tax Act”), leaving most of our clients asking the question, how does the 2012 Tax Act impact my income and/or estate tax planning? Estate and...
Nov 12, 2012 | Estate Planning, Tax Law
Beginning January 1, 2013, a new 3.8% Medicare tax will take effect, while at the same time many of the tax cuts and incentives passed over the past several years are scheduled to “sunset” on December 31, 2012 if Congress fails to take any action after the...
Oct 22, 2012 | Estate Planning
What happens to your email account when you pass away? What about your online access to your bank accounts, especially if you have gone paperless to protect the environment? Have you written down all your user names and passwords and put these in a safe place for your...
