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The Inflation-Adjusted Estate and Gift tax terms for 2012 were announced and several important items are going up next year, including the gift, estate, and GST tax exemptions. Tax Update: IRS Announces 2012...

On December 17 the President signed the “The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010” (“The Tax Relief Act”).  Importantly, the Tax Relief Act adopts a $5 Million Gift,...

Many clients face the frustrating process of finding decent returns on investments during this period of low-interest rates. But for estate planning purposes, low-interest rates can present tremendous opportunities. For...

If you are like most people, you don’t start income tax planning until the end of the year. It isn’t too early, however, to contemplate the increased tax rates for 2011 and the planning that might occur in 2010....