Wealth Strategies Journal

Do More, Better, Faster

Author: Logan Davis (page 1 of 3)

Scheve Presents Taxing The Rich: A History Of Fiscal Fairness In The U.S. And Europe At Columbia

Paul L. Caron, from the Pepperdine University School of Law, writes about Kenneth Scheve’s new book, Taxing the Rich: A History of Fiscal Fairness in the U.S. and Europe in a recent blog post. The post begins as follows:

In today’s social climate of acknowledged and growing inequality, why are

Continue reading

IRS Suggests Using Transcripts in Lieu of Estate Tax Closing Letter

Charle Rubin of Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A., writes about a new IRS directive discontinuing the automatic issuing of closing letters.  The new directive also requires taxpayers to wait at least four months  from the filing of an estate tax return to requesting a closing letter, suggesting that … Continue reading

The Fall of Jersey: How a Tax Haven Goes Bust

Oliver Bullough of the Guardian writes about the recent economic decline of the Island of Jersey since the financial crises of 2008-2009. The small island is struggling to pay down its debt and attract investment as British businesses and millionaires seek other opportunities to avoid British tax laws. The article … Continue reading

Delinquent Taxes May Mean No Passport

Jana M. Luttenegger Weiler,  of Davis and Brown Law Firm, writes about a largely unnoticed new provision in the Fixing America’s Surface Transportation Act, signed into law by President Obama on December 4th. The provision may prevent individuals with “seriously delinquent” taxes from applying for or renewing their passports. The article
Continue reading

Tax preparers revolt over IRS regulations

Naomi Jagoda of The Hill writes about lobbying efforts on the behalf of the American Institute of Certified Public Accountants to prevent lawmakers from passing the Tax Return Preparer Competency Act. The new law would impose stricter regulations on professional tax return preparers, requiring them to receive background checks as … Continue reading

Florida Court Holds POD Designation Can Be Invalidated for Undue Influence

Jenna G. Rubin of Gutter Chaves Josepher Rubin Forman Fleisher Miller P. A., writes about a recent decision in Keul v. Hodges Blvd. Presbyterian Church. The post begins as follows:

This decision deals with whether a POD designation can be invalidated for undue influence , as well as the right
Continue reading

Bill Gates – The Best Books I Read in 2015

Bill Gates writes about the best books he read in 2015 in a recent blog post. He highlights a common theme that they all  shared, which he calls “how things work”. The post begins as follows:

I just looked over the list of books I read this year, and I

Continue reading

Estate Planning Pitfall – You’re selling your interest in a charitable remainder trust

E. Hans LundstenJoseph Marion, III, and David Riedel  of Adler Pollock & Sheehan P.C., write about recently finalized regulations that could erase a potential tax shelter related to a charitable remainder trust. The article begins as follows:

Recently finalized regulations eliminate a potential tax shelter

Continue reading

Year-End Tax Planning 2015

David M. Watts, Jr. of McNees Wallace & Nurick LLC writes about strategies for lowering tax bills as the year comes to an end with market volatility and overall economic uncertainty still looming on the horizon. The article begins as follows:

s the end of the year approaches, it is a

Continue reading

Exculpatory Clause Does Not Apply To The Trustee’s Decision On Whether Beneficiaries Violated A No Contest Clause

Gerry W. Beyer of Texas Tech Univeristy Law School writes about a recent Virginia Supreme Court Decision, Rafalko v. Georgiadis, No. 141533, 2015 WL 6746821 (Va. Nov. 5, 2015)in which the court examines the relationship between an exculpatory clause and the possible violation of a no contest clause by … Continue reading

Will Technology Create More Legal Jobs Than It Destroys?

Paul Carson writes about the relationship between technology and occupations in order to see if the proliferation of computers in the work place actually translates to job loss and wage inequality. The article begins as follows:

This paper investigates basic relationships between technology and occupations. Building a general occupational model,

Continue reading

Preserving Inherited Exclusion Amounts: The New Planning Frontier

Austin W. Bramwell and Leah Socash of Milbank, Tweed, Hadley & McCloy LLP have made available for download their new article, Preserving Inherited Exclusion Amounts: The New Planning Frontier. The abstract is as follows:

Editor’s Synopsis: Portability has forced estate planners to reconsider how they plan for married couples. But the

Continue reading

2015 Year-End Tax Planning for Businesses

Paul Sprizzirri of Sherman and Howard LLP writes about several tax-saving opportunities still available for businesses to consider as 2015 comes to a close. The article begins as follows:

As 2015 draws to a close, there is still time to reduce your 2015 taxes and plan ahead for 2016. This

Continue reading

IRS says taxpayers can’t sue it for data breach

Linn Freedman writes about a recent request by the IRS asking that a federal judge on D.C. Circuit dismiss a punitive class action suit filed by taxpayers who were affected by an IRS data breach earlier this year, alleging that the court does no have jurisdiction. The article begins as … Continue reading

How to Sign Documents on iPhone & iPad from eMail Quickly

A recent post on OSX Daily discusses a new feature on the iOS mail app that allows the user to sign and return documents on their mobile device without ever navigating away from the mail app.  The post begins as follows:

Have you ever had a contract, agreement, or service

Continue reading
Older posts