Month: December 2009

Posted on December 31, 2009

Don’t Die Today – Tomorrow There Will be No Estate Tax

We only have a few hours left before the much reviled “death” tax disappears, to be replaced by a complicated and confusing…

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Categories
Category: Estate Tax
Posted on

NC residents will see a couple of new taxes next year

Starting tomorrow, North Carolina residents will pay sales taxes on certain digital downloads from the internet, and standard gasoline tax on ethanol….

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Categories
Category: Tax
Posted on December 30, 2009

House to Vote on Estate Tax Today

The U.S. House of Representatives is scheduled to vote on the estate tax today, but even if legislation passes, Senate approval is…

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Categories
Category: Pending Legislation
Posted on December 23, 2009

Roth Conversions – Just Because You Can Doesn’t Mean You Should

Some financial advisors are warning against a Rush to Roth.  The key to is to approach the idea cautiously and do a…

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Categories
Category: Retirement
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The Estate Tax Will Die Soon

Just a few days left until the estate tax expires (although for one year only), and retroactive action in 2010 is likely. True…

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Categories
Category: Retirement
Posted on December 16, 2009

No Movement on the Estate Tax

Here’s a recent article on the estate tax from the WSJ.com.  Not exactly objective reporting, more like an opinion piece against the “death” tax….

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Categories
Category: Pending Legislation
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No Movement on the Estate Tax

Here’s a recent article on the estate tax from the WSJ.com.  Not exactly objective reporting, more like an opinion piece against the “death” tax….

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Categories
Category: Pending Legislation
Posted on December 14, 2009

Planning with the Wyoming Close LLC

What is an LLC? In 1977 Wyoming was the first state to enact laws permitting the creation of a Limited Liability Company….

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Categories
Category: Gift Tax
Posted on December 9, 2009

When Should You Start on Social Security?

If you’re close to age 62, it’s probably weighing heavily on your mind.  Make sure you carefully consider your options.  Here’s a guide from…

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Categories
Category: Social Security
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50 Resources for Starting a Charity

This posting on executivembaprograms.org has 50 links to other sites that provide information related to establishing and running a non-profit organization.  However, don’t forget…

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Categories
Category: Charitable Gift Planning
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