Tax Court’s ‘Imaginary Scenario’ Reversed On Appeal. A federal appeals court sided with the taxpayer in an estate tax fight …
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Charitable Giving With Retirement Benefits
Retirement funds and charitable planning may not be two areas most people would naturally think to combine. But in many cases, donating retirement benefits to charity can be an ideal solution, both for the donor and the recipient.
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Income Tax Planning For Large Estates
Recent income and estate tax updates have adjusted how the planning game should be played. If your estate plan was drafted before they came into effect, reconsidering how you structure your estate could save you tens of thousands, or even millions, of dollars.
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Duly Noted
Just Keep Doing What You’re Doing. Having lost a landmark case in New York’s highest court, state tax administrators issued …
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Social Security And Medicare Planning
Many Americans think that Social Security and Medicare are one-size-fits-all programs that offer no opportunity for choice or customization. But in fact, taking the time to fully understand how these programs work and to consider the most effective ways to include them in a long-term financial plan can significantly expand their usefulness.
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U.S.-Canada Tax Issues
Americans and Canadians frequently run into their neighboring country’s tax laws. Although dealing with international tax concerns is often complicated, a special relationship between the United States and Canada offers some protection for citizens who earn income or conduct business in both countries.
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Best Practices For A Family Office
A family office may have many purposes, ranging from helping younger generations understand how to handle wealth responsibly to simply …
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529 Plan Investing For High Net Worth Investors
Section 529 plans have grown into one of the most common ways to save for college. While the decision to …
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What To Expect When Selling Your Business
Building a successful business takes years of effort and attention. Having expended plenty of blood, sweat and tears over that …
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Duly Noted
A Minnesota Lawyer Is Off To The Races. Minneapolis attorney Stefan Tolin purchased his first mare in 1990. The mare’s …
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