While the buzz among the rich and old may be that this is a good year to die (because there is no estate tax), eternal tax freedom in the hereafter may prove elusive for 2010 decedents. Under current law, it...
Continue reading "Problems With Retroactively Enacting the Estate Tax"
The IRS has determined that income from a trust created by a municipal corporation to fund retiree medical benefits is excludable from the corporation's gross income under section 115 and that contributions to the trust are excludable from a retiree's gross...
Tax Notes has published an article by H. David Rosenbloom, an associate at Caplin & Drysdale's Washington office and Visiting Professor and director of the International Tax Program at the New York University Law School. Rosenbloom posits that there...
Tax Notes has published an article regarding a regulatory modification posted by the Internal Revenue Service. The proposed regulations would modify Circular 230 rules regarding contingent fees. Circular 230 rules pertain to regulations governing the practice of attorneys, certified public...
Tax Notes has published an article by David D. Stewart, tax analyst. The article discusses how the United States government is seeing to compromise with UBS AG, a diversified global finance company based in in Switzerland, and Swiss government officials....
The following article has been posted on the Wealth Strategies Journal 2.0:2008 Year-End Tax Planning, by Bradley M. Van Buren....
Continue reading ""2008 Year-End Tax Planning" Posted on Wealth Strategies Journal 2.0"
The following article has been posted on the Wealth Strategies Journal:Managing Retirement Portfolio Withdrawals in Turbulent Times: Precautionary Savings, Investment Reserves and Mid-Term Adjustments, by Patrick Collins...
The following article has been posted on the Wealth Strategies Journal:The Emergency Economic Stabilization Act of 2008, by Alvin M. Feit & Kevin C. Jones....
Continue reading "New Article Posted on Wealth Strategies Journal 2.0"
The following articles have now been posted on the Wealth Strategies Journal and are available for download: Planning Through Economic Turmoil, by Martin M. ShenkmanChoices: "Recent Tax Guidance on Private Trust Companies, Family Co-Trustees and Distribution Committees: Notice 2008-63," by...
Continue reading "New Articles Posted on Wealth Strategies Journal 2.0"
The following articles from the May/June 2007 issue of the Wealth Strategies Journal are available for download: Family Incentive Trusts: Dynamic New Approach Employing Trust Distributions to Communicate Family Values and to Promote Productivity and Performance in Beneficiaries by James...
