Year: 2006
Top 10 Estate Planning Tips for 2007
1) Last Will and Testament- Have an up-to-date, professionally prepared Will or Living Trust. Keep the original in…
Possible Estate Tax Changes in 2007
The following news is from Stephanie Heilborn of the Milbank, Tweed law firm in New York City: Russ Sullivan, Democratic Staff Director…
Tax Relief and Health Care Act of 2006
The Tax Relief and Health Care Act of 2006 was passed into law this week, extending the State and Local Sales Tax…
Year-end Donation and Deduction Tips from the IRS
From a recent IRS e-newsletter: WASHINGTON — Individuals and businesses making contributions to charity should keep in mind several important tax law…
Possible Estate Tax Changes in 2007
The following news is from Stephanie Heilborn of the Milbank, Tweed law firm in New York City: Russ Sullivan, Democratic Staff Director…
AMT Repeal to Lead to Tax Increase?
From the N.C. State GiftLaw eNewsletter this week: In January of 2007, Rep. Charles Rangel (D-NY) will assume the leadership of the…
Living Wills Should Include Specific Instructions
Yesterday a client brought in a copy of this New Times Article by Jane Brody: Medical Due Diligence: A Living Will Should…
State Income and Sales Tax Comparison
For a state-by-state comparison of income and sales taxes, check out this article on Bankrate.com When someone who lives in a state with…
Does the IRS Owe You Money?
The IRS is holding $92 million for about 95,000 taxpayers whose refund checks have been returned as undeliverable by the Postal Service….
Owning Real Estate in an IRA
Owning real estate in a self-directed IRA can seem like a great way to save for retirement. However, I have found that…
