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Unlimited Estate Tax Exclusion in 2010 is Dying

Posted in Estate Planning on December 18, 2009

Congress recently passed legislation to keep the federal estate tax exclusion at $3.5 million.  Taxable estates would be taxed at 45%. 

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Where…EXACTLY…do you live?

Posted in Tax News on December 9, 2009

Recently, hedge fund manager, Julian Robertson, avoided $27 million (yes, million) in New York City taxes.  He was able to prove he was outside the city and, therefore, not a resident of the city.  How did he do this?  His…

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Give…And Keep It "All In The Family"

Posted in Tax News on December 7, 2009

Individuals may give up to $13,000 per year to an unlimited number of people.  This is known as the annual exclusion. 

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Give….and Receive!

Posted in Tax News on November 17, 2009

Taxpayers over age 70-1/2 with an IRA have a year-end tax planning opportunity. 

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