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THE SILVER LINING OF A BAD ECONOMY: GIFTING OF SHARES OF STOCK IN A CLOSELY...
As with most things in life, when things are bad, there usually is something good that can come out of it. Our current economic troubles have resulted in many closely held or small businesses being...
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Michael Jackson & Farrah Fawcett: Estate Plan Wake Up Call
In the wake of the sad and tragic deaths of Michael Jackson and Farrah Fawcett, we are all reminded how fragile our lives can be and how quickly things can change. The death of these two iconic figures...
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Failing To Update Retirement Plans: How to Avoid IRS Plan Disqualification &...
In our fast paced world, many retirement plans are drafted and then often neglected. In extreme cases, plans are put aside without ever being updated. Some plan sponsors have failed to restate their...
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Helping Elderly Parents with Their Finances and Estate Plan
As our older parents age it is harder for them to deal with the financial details of their lives. With the complicated financial products out there and the low-interest rate environment it becomes very...
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Hurricane Sandy: Tax Deductions For Casualty Losses
My last post talked about when we can trash tax and other important records. Well, Hurricane Sandy brought a whole new meaning to the concept of trashing records and a whole lot more. Experts...
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2013 Year End Tax Planning Strategies: Learn What Can Be Done Now To Save...
Don’t Wait For A Last Minute Miracle:Get Busy Now on Year End Tax Planning As the year-end quickly approaches, there is still time to do some year-end tax planning. This 2013 tax year will be tough on...
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