The Difference between Tax Credits and Tax Deductions
The difference between tax credits and tax deductions comes down to how they reduce your tax burden: …
Key Considerations after Winning the Lottery
Winning the lottery can be life-changing—but it also brings a ton of responsibility. Whether it’s a massive jackpot…
How You or Your Trustee Can Use Trusts to Reduce Taxable Income Now
With the year-end approaching fast, now is the time to consider ways to reduce your 2014 income tax…
New 2019 Tax Savings Strategies – Adjusting After The New Tax Act
A little over a year ago now, Congress passed one of the most significant tax reform laws in…
Are Your LLC Interests Actually Securities?
Securities law is a complex minefield that terrifies even the most seasoned lawyers. As a small business owner,…
Estate Planning Under Tax Cuts and Jobs Act (the “ACT”) Passed Effective 2018
The ACT provides for many new income and estate tax features. The purpose of this brief article is…
Trust Beneficiary Basics
How Do I Know If I Am a Trust Beneficiary? You are a trust beneficiary when you are…
Implications of New Leadership in the White House
Regardless of the outcome of this election, we can be certain that the future of estate taxes is…
New Proposed Regulations Under Code §2704
On August 4, the Treasury Department issued long-awaited Proposed Regulations on valuation discounts for family-owned businesses under §2704…
Estate Planning after Divorce
Divorce will involve serious and important questions related to minor children, division of assets, and financial support. Often,…