Month: January 2011
10 Tips from a Tax Lawyer for 2010 and 2011
Last week I was interviewed regarding income and estate taxes in 2010 and 2011 offering tips and insights based on what I…
You Need a Power of Attorney
Giving someone your power of attorney (POA) has been likened to giving a trusted person a spare set of keys to your…
More on Estate Tax – for 2010, 2011 and 2012
“Nothing is certain but death and taxes,” Benjamin Franklin famously said. In the last decade, another occurrence has been certain: The federal…
RA Charitable Rollover is Back
There’s good news if you’ve reached age 70 1/2, and you have an IRA and philanthropic inclinations. Through 2011, the Tax Relief,…
Obsessed with Taxes – Get the IRS Smart Phone App!
IRS Launches the IRS2Go App for iPhone, Android; To Check Refunds, Get Tax Information Video: IRS2Go: English WASHINGTON — The Internal Revenue Service…
RA Charitable Rollover is Back
There’s good news if you’ve reached age 70 1/2, and you have an IRA and philanthropic inclinations. Through 2011, the Tax Relief,…
Organ Donation in North Carolina
Do you want to be an organ donor? Do you know how to become one? There are three ways to become a…
No more “Do-Over” Strategy for Social Security Retirement Benefits
On December 8, 2010, the Social Security Administration published a new rule eliminating the “do-over” strategy some retirees were using to boost…
$5 Million Estate Tax Exemption Here to Stay?
This week I’m attending the University of Miami School of Law Heckerling Institute on Estate Planning. Most of the speakers so far…
Don’t Pay more than 24.5% Tax on Your Roth Conversion
Do you think you have to pay income tax on large ($500k++) Roth IRA conversions at the top marginal tax rates? Think…
