IRS Increases 2024 Federal Estate Tax Exemption and Gift Tax Exclusions: Key...
Estate planning is a lot like putting together a puzzle. The client provides you with their box lid showing what they want the ultimate result of their plan to look like. Then, estate planners are...
View ArticleWhistleblower Day 2023: The (R)evolution of Speaking Up
On July 30, 1778, the Second Continental Congress passed the Whistleblower Protection Act of 1778, which is considered to be the first whistleblower law in world history. Much has changed in two and a...
View ArticleTax Cuts and Jobs Act supercharges exemption portability
Somewhat lost in the clamor of the tax changes enacted by the Tax Cuts and Jobs Act is the fact that the new law preserves the “portability” provision for married couples. Portability allows an estate...
View ArticleSC Public Policy Update - February 2016 #3
What's New - SENATE - Extended debate on the South Carolina Infrastructure Finance Reform and Tax Relief Act (H. 3579) began this week in the Senate, but members once again found themselves in a state...
View Article[Video] : The 2010 Tax Relief Act and your estate plan
In early 2012, Kathi Ryan addressed the 2010 Tax Relief Act and your estate planning documents....By: Partridge Snow & Hahn LLP
View ArticleGift Planning Before The End Of 2012
An unprecedented opportunity to make gifts and transfer wealth to family members is set to expire at the end of 2012. The 2010 Tax Act made substantial changes to the federal gift, estate, and...
View ArticleYou “Built” It, So Don’t Lose It! Estate Tax Laws to Change Dramatically on...
At the end of 2010, Congress passed, and President Obama signed into law, significant changes in the estate, gift and generation-skipping transfer (“GST”) tax regime. The 2010 tax legislation extended...
View ArticleGifting Opportunities in 2012
There is still time in 2012 to take advantage of a unique gifting opportunity offered under the 2010 Tax Relief Act. The Act, which was signed into law on December 17, 2010, unified the federal estate,...
View ArticleWindows of Opportunity: Year-End Gift Planning Opportunities for 2012
Although the end of the year is several months away, it is time to think about taking advantage of the generous tax savings that may be available for 2012 only. The 2010 Tax Act made significant...
View Article2012: Opportunity to Take Advantage of $5.12 Million Gift Tax Exemption
In December 2010, the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the “2010 Act”) extended the Bush tax cuts through December 31, 2012 and, among other things,...
View ArticleTime is Running Out on Historic Estate Planning Opportunity
THE OPPORTUNITY: On December 17, 2010, Congress and President Obama set the exemption from gift tax at $5 million (adjusted by cost-of-living factors; for 2012, the exemption amount is $5.12 million)....
View ArticlePersonal Planning Strategies - September 2012
In This Issue: - Use It or Lose It - Increased Gift and GST Exemption Amounts Expire on 12/31/12 - Income Tax Deductions for Charitable Donations May Be Denied Without a Qualified Appraisal Mohamed v....
View ArticleTake Advantage of Current Estate Planning Opportunities
The last three years have witnessed substantial changes in federal estate and gift tax laws and more changes are undoubtedly coming. Such changes offer a number of opportunities for clients to achieve...
View Article2012 Wealth Transfer Tax Laws: The Window of Opportunity is Rapidly Closing
The window of opportunity to take advantage of the currently applicable wealth transfer tax laws is rapidly closing, and once shut, it is possible that we may never see such generous estate planning...
View ArticleGift & Estate Tax Exemptions from Tax Relief Act of 2010 Expiring 12/31/12 -...
2012 Wealth Transfers - Trusts & Estates Law Alert The Sun Sets on 12/31/12 February 27, 2012 By: Meyer, Suozzi, English & Klein's Trusts, Wills and Estates Attorney Patricia Galteri Time flies...
View ArticleReminder: Important Tax Planning Opportunity in 2011 for Investors in Small...
This WSGR Alert serves as a reminder to our clients and friends that investors who acquire qualified small business stock (QSBS) before January 1, 2012, may receive a substantial tax benefit as a...
View ArticleEnd of Year Tax Planning: Taking Advantage of Expiring Tax Incentives
With year end quickly approaching, taxpayers should be aware of expiring federal income tax incentives. This summary highlights several of these tax incentives that expire at the end of this year and...
View ArticlePortability: A Useful Estate Planning Tool
The concept of "portability" in estate planning is the most substantial change to the estate planning landscape for married couples in recent memory. Introduced as a temporary feature by the 2010 Tax...
View ArticleSC Public Policy Update - February 2016 #3
What's New - SENATE - Extended debate on the South Carolina Infrastructure Finance Reform and Tax Relief Act (H. 3579) began this week in the Senate, but members once again found themselves in a state...
View ArticleWhat The Feds Giveth, Illinois Taketh Away
Last month President Obama signed the Tax Relief, Unemployment Insurance Reauthorization, and Jobs Creation Act of 2010....By: Levenfeld Pearlstein
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