Month: July 2012
Higher Taxes are on the Horizon – 10 Planning Tips
Despite all the wrangling in Congress, we are still facing income and estate tax increases in 2013, now only five months away….
U.S. House Republicans Introduce Bill to Continue Bush Tax Cuts
The proposal provides for a continuation of the current income tax laws for one more year, preventing the scheduled expiration of the…
Self-Directed IRAs – Exercise Caution
A self-directed IRA is an IRA held by a custodian that allows investments in a broader class of assets than allowed by…
Intentionally Defective Grantor Trusts on the Chopping Block?
Persons who have relied upon certain trusts as a means of limiting estate taxes upon their death might have cause for concern…
The New 3.8% Investment Surtax – Will it Apply to You?
Now that the health care law has been declared constitutional, the remaining provisions will be going into effect. One little known provision…
Supreme Court Clears Way for Affordable Care Act Taxes
The Supreme Court’s recent decision to uphold the Affordable Care Act will have considerable tax consequences for both high-income as well as…
