October 4, 2012

Time Is Running Out To Take Advantage Of 2012 Estate And Gift Tax Planning Opportunities

Time is running out to take advantage of the liberal estate and gift tax exemptions of 2012.  Currently, the exemption amount is $5.12 million for both […]
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June 6, 2012

Challenges To DOMA May Lead To Changes In Same-Sex Couple Tax Planning

As challenges to DOMA keep mounting, the status of tax planning for LGBT couples find itself in a state of flux.  DOMA, fully known as the […]
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May 14, 2012

Facebook Co-Founder Eduardo Saverin Renounces U.S. Citizenship Ahead Of Facebook IPO

Facebook co-founder Eduardo Saverin, best known for his bitter legal battle with Facebook founder and CEO Mark Zuckerberg which was highlighted in the popular 2010 film The […]
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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 […]
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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 […]
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