Estate & Gift Tax

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 […]
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 […]
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 […]
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 […]