Estate and Income Tax Reduction Strategies in a Bear Market

Posted on: October 8th, 2008
1) If you are not selling options or using margin trading, you should revoke your margin agreements. This reduces your risk by ensuring that your securities are not lent. 2) Roth IRA conversions should be aggressively reviewed....

A QTIP is Not Just for Your Ears

Posted on: September 22nd, 2007
Estate planners love acronyms, and one of the most common when referring to a particular type of trust is QTIP, which stands for Qualified Terminable Interest Property. ...

House Passes Ban on Tax Strategy Patents

Posted on: September 13th, 2007
On September 7, the U.S. House of Representatives passed H.R. 1908, The Patent Reform Act of 2007. Section 10 of that bill prohibits patenting tax strategies. ...

NC Senate Proposes Reduction in Top Income Tax Rate

Posted on: June 4th, 2007
Last week the North Carolina Senate produced its version of the state budget, which included:...

Filing Taxes Early Can be a Mistake

Posted on: January 25th, 2007
An article in yesterday’s Wall Street Journal discusses the problem of financial services firms providing late or amended Forms 1099. ...

Tax Relief and Health Care Act of 2006

Posted on: December 29th, 2006
The Tax Relief and Health Care Act of 2006 was passed into law this week, extending the State and Local Sales Tax Deduction, the Higher Education Tuition and Fees Deduction, and the Educator Expense Adjustment....
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