Month: September 2011
More on the 2011 Federal Estate Tax Return
The IRS has released the final instructions for the 2011 United States Estate (and Generation-Skipping Transfer Tax Return (Form 706), and Guidance on…
More on the 2011 Federal Estate Tax Return
The IRS has released the final instructions for the 2011 United States Estate (and Generation-Skipping Transfer Tax Return (Form 706), and Guidance on…
IRS Releases 2011 Estate Tax Return
The IRS has now issued the U.S. Estate and Generation-Skipping Transfer Tax Return (Form 706) and draft instructions for decedents dying in…
Health Care Legal Documents Vitally Important
To help increase awareness of the importance of having up to date health care legal documents (Health Care Power of Attorney, Living…
Democratic Proposals for Revenue Raising
The proposal from the White House includes: Income surcharge for high income earners – basically a 5% surtax on Adjusted Gross Income…
IRS Offers Filing and Penalty Relief for 2010 Estates
IR-2011-91 (emphasis added): WASHINGTON — The Internal Revenue Service announced today that large estates of people who died in 2010 will have…
Spousal Portability and the Estate Tax After 2010
The Tax Relief Act of 2010 included a spousal portability provision for the $5 million estate tax exemption. If a married person…
IRS Releases 2011 Estate Tax Return
The IRS has now issued the U.S. Estate and Generation-Skipping Transfer Tax Return (Form 706) and draft instructions for decedents dying in…
IRS Offers Filing and Penalty Relief for 2010 Estates
IR-2011-91 (emphasis added): WASHINGTON — The Internal Revenue Service announced today that large estates of people who died in 2010 will have…
Spousal Portability and the Estate Tax After 2010
The Tax Relief Act of 2010 included a spousal portability provision for the $5 million estate tax exemption. If a married person…
