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2015

Don’t Miss Out on These Year-End Tax Planning Strategies

Posted on: November 1st, 2015
Now is the ideal time to start year-end tax planning. Below you will find a variety of tax-saving strategies you should consider using immediately so that you can get your 2015 tax house in order well in advance of the fast-approaching holiday season....

Five Changes Proposed in President Obama’s 2016 Budget That Could Affect Your Estate Plan

Posted on: April 1st, 2015
The Obama administration recently released its budget proposal for the 2016 fiscal year. As in past years, this budget proposes changes to the laws governing federal estate, gift and generation-skipping transfer (GST) taxes. Several of these changes would raise revenue by limiting the tax benefits achieved by using certain estate planning techniques, while others would decrease exemptions and increase rates. In addition, the fifth proposal discussed below is a brand new one that has raised some eyebrows:...

2015 Resolution: Estate Plan Checkup!

Posted on: December 15th, 2014
With 2015 right around the corner, it's time to start thinking about your new year's resolutions. It doesn't matter whether you have an estate plan or don't, one important item to add to your list is getting an estate plan checkup....

What the 2015 Inflation Adjustments for the Estate Tax Exemption and Trust Income Tax Brackets Mean for You

Posted on: October 15th, 2014
The Internal Revenue Service has released the official inflation adjustments that will affect 2015 federal reporting for estate taxes, gift taxes, generation-skipping transfer taxes, and estate and trust income taxes....
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