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This page is a archive of entries in the Estate Planning +Taxation category from December 2011.

Estate Planning +Taxation: November 2011 is the previous archive.

Estate Planning +Taxation: January 2012 is the next archive.

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Estate Planning +Taxation: December 2011 Archives

Warning! The Service Believes S Corporations are Undervalued

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Warning! The Service Believes S Corporations are UndervaluedBy: Daniel R. Van Vleet The 1999 decision of Gross v. Commissioner ("Gross") fundamentally changed the manner in which valuation experts and the Tax Court treat valuations of S corporations. FN1. In this decision,...

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Cross Tested Retirement Plans: The Future of Tax and Asset Protection Planning for Small BusinessBy: Nick Paleveda, MBA, JD, LLMTYPES OF RETIREMENT PLANSThe 401(k) Plan.A 401(k) plan is a plan to defer salary also known as an elective deferral plan....

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When Can I Retire? Answers from the Historical Record

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When Can I Retire? Answers from the Historical Recordby: Wade D. Pfau, Ph.D., CFADirector of Macroeconomic Policy Program and Associate ProfessorNational Graduate Institute for Policy Studies (GRIPS)7-22-1 Roppongi, Minato-ku, Tokyo 106-8677 JapanEmail: wpfau@grips.ac.jpphone: 81-3-6439-6225website: wpfau.blogspot.comThis study extends a framework for...

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A Gift From Congress: Gift Up to $10 Million Tax-Free

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A Gift from Congress: Gift Up To $10 Million Tax-FreeBy Stephen Colella, CPA and Sarah Wulf, CPAFor a limited time, married taxpayers can make lifetime gifts of assets worth up to $10 million without paying federal gift taxes or other...

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