There are two new tax proposals being floated. One is an income tax proposal and... [Read more...]
Tax Tips after New Year
The New Year is here. Can you do anything to reduce your tax liability for... [Read more...]
SALT Deduction Limit…Can You Get Around It?
The Tax Cuts and Jobs Act increased the standard deduction amount. However, it also limited... [Read more...]
The Little Things May be the Most Important
Your estate may be worth a little or a lot at your death. The items... [Read more...]
Domestic Asset Protection Trusts
Domestic Asset Protection Trusts are spreading to more jurisdictions. However, their protections may be waning.... [Read more...]
Turning the Page on 2018 and Looking Forward to 2019
As we turn the page and bid farewell to 2018, we look forward to 2019.... [Read more...]
How Are Trusts Taxed?
Trusts are useful vehicles both during life and after death. This article examines how trusts... [Read more...]
Proposed Regulations Address “Clawback” Issue
The Tax Cuts and Jobs Act temporarily doubled the amount which can be given free... [Read more...]
Being Thankful and Sharing Your Blessings
Thanksgiving is a time for sharing. This article examines ways for giving effectively, both to... [Read more...]
QDRO: Not Just for Divorce Anymore
Transferring an ERISA account, like a 401(k), from one spouse to another can have substantial... [Read more...]
Giving Back
Giving back provides many benefits, whether in life or at death. The article explores ways... [Read more...]
Planning to Enjoy Thanksgiving
Planning ahead is the loving thing to do. Whether it is for a Thanksgiving meal... [Read more...]