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Happy New (Tax) Year…Unlucky ’13?

Posted in Tax News on January 2, 2013

  The New Year’s celebrations are over. It’s on to 2013. Will this be unlucky 2013 for taxpayers? We wrote earlier how there are 8 Reasons You Will Pay More Taxes in 2013…Guaranteed. We also pointed out Why the Fiscal…

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How to Double Your Estate Tax Exclusion by Using a Credit Shelter Trust

Posted in Tax News on July 8, 2011

For 2011 and 2012, the federal estate tax exclusion is $5 million.  For taxable estates in excess of $5 million, the highest federal tax rate is 35%.  If there are no changes to the law, the federal estate tax exclusion…

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Don't Look Now…Tax Rates are Headed Up!

Posted in Estate Planning, Tax News on September 10, 2010

The Bush era tax cuts are expiring.  Here are some of the key tax rates for 2010 and 2011: 2010                 2011 Ordinary Income                                   35%                 39.6% Long Term Capital Gains                       15%                 20% Qualifying Dividends                             15%                 39.6% Estate Tax                                              0%                 55% Unless Congress decides…

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