Distribution
3 Tax Benefits the 50+ Crowd Enjoys
Although many tax regulations fluctuate based on the taxpayer’s adjusted gross income, some tax provisions are instead based on the taxpayer’s age….
Rights of Trust Beneficiaries
Trust beneficiaries have legal rights detailed in the trust documents and governed by state and federal trust code. If a beneficiary experiences…
New NC Court Ruling Affects LLCs
North Carolina Limited Liability Company (LLC) owners may be interested in a new court ruling that illustrates the protection these asset preservation…
5 Proposed Rules for Retirement Accounts
Our tax attorneys covered several pending federal revisions in our Tax Changes for 2015, one of which affects retirement accounts. Retirement contributions and…
Permitted Distributions for Special Needs Trusts
Special needs planning in North Carolina. If you are starting to explore options for Special Needs Trusts in North Carolina, one…
Tax Consequences of Equitable Distribution
My article, Tax Consequences of Equitable Distribution, which discusses the income tax issues involved in the division of property due to divorce, was…