Publications


11/20/2013 Year End Planning Tip: 3.8% Surtax on Investment Income
09/16/2013 Reminder to File Gift (and GST) Tax Returns by October 15, 2013
04/09/2013 Transfers in 2012 and Future Years
01/09/2013 The American Taxpayer Relief Act of 2012: Congress Finally Acts - Good News/Bad News for Estate Planning
02/16/2012 Effective Ways to Use Gift Tax Exemption
01/19/2012 Voluntary Disclosure Plan for Offshore Assets - Take #3
12/19/2011 ’Tis the Season for LP/LLC Year-End Planning
12/15/2011 Tax Planning for a Happy Holiday Season
11/15/2011 Rumor Has It: Speculation on Changes to Federal Gift Tax Exemptions
06/08/2011 Increased Gift Exemption - New Opportunities?
02/14/2011 Voluntary Disclosure Plan for Offshore Assets - Take #2
02/08/2011 Estate and Gift Taxes in 2011 - New Planning Opportunities
01/19/2011 Long-Term Residents - Taxed for Going Home
12/13/2010 FLASH - December 9 Senate Estate Tax Proposal, Part II
12/10/2010 FLASH - December 9 Senate Estate Tax Proposal
12/09/2010 Year-End Limited Partnership/Limited Liability Company Administrative Considerations
11/29/2010 2010 Tax Planning - to Gift or not to Gift
03/18/2010 Warning: Trusts in Texas May Be Subject To Texas Franchise Tax!
01/11/2010 Estate, Gift, and Generation-Skipping Tax Confusion
12/22/2009 Year-End Limited Partnership/Limited Liability Company Administrative Considerations
12/17/2009 Tax Planning for a Happy New Year
11/03/2009 2010 Conversion of a Traditional IRA to a Roth IRA
10/29/2009 Estate Tax Uncertainty Continues
10/27/2009 Rollovers of 2009 Required Minimum Distributions
06/18/2009 Congressional Climate: Estate Tax Rates, Short-Term GRATs, and FLP Discounts
04/16/2009 Proposed Changes to Federal Estate Tax Laws
02/18/2009 House Bill Attacks Valuation Discounts for Family Entities
02/13/2009 Required Minimum Distributions Suspended for 2009
12/15/2008 Year End Tax Planning for a Happy Holiday Season
10/27/2008 Charitable Contributions from IRAs Under the Tax Extenders and Alternative Minimum Tax Relief Act of 2008
10/07/2008 Deferred Compensation Elections & Refund of Taxes Paid on Sale of Demutualized Insurance Company Stock
04/01/2008 Estate Tax Reform Update
10/31/2007 New Beneficiary Notice Requirements - How Does This Affect Your Planning?
11/27/2006 New Foundation and Charity Rules
08/21/2006 Qualified Plan Rollovers and Charitable Contributions from IRAs