Articles

November 28, 2011

End Of The Year Tax Planning – Making The Most Of The Gift & Estate Tax Exemptions

We are now nearly a year removed from the expansion and unification of the gift and estate tax credits, and now is the time to take […]
November 29, 2011

End Of The Year Tax Planning – Set Up A Small Business Retirement Plan

Many small-business owners believe that their company will provide all that is necessary for a comfortable retirement.  As their golden years approach, they eagerly anticipate selling […]
November 30, 2011

IRS Issues Revised Form 2848

The IRS has released a revised Form 2848 Power of Attorney and Declaration of Representative with several important changes. The old Form 2848 (revised June 2008) allowed the […]
December 1, 2011

End Of The Year Tax Planning – GRATs

With interest rates continuing to hold at near record lows, now is the time to consider adding a GRAT to an estate plan.  A Grantor Retained Annuity […]