Articles
Planning – Especially Important for Business Owners
March 31, 2010
Many business owners spend the bulk of their time working to build their businesses. Sadly, too many business owners also fail to spend much, if ...
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Government Is Cracking Down On Claims of “Independent Contractor” Status
February 24, 2010
Many individuals work for others under the assumption that they qualify as “independent contractors,” rather than employees. Since many of the rules which apply with ...
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Window of Opportunity: Convert Traditional IRA to a Roth IRA During 2010
February 22, 2010
Converting your investments in traditional IRAs to a Roth IRA during 2010 can be an important planning opportunity for many clients. This conversion allows ...
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Gifts to Irrevocable Trusts Which Are Intended to Be Fully Exempt from the Generation-Skipping Transfer Tax May Best Be Avoided in 2010
February 5, 2010
As of January 1, 2010, the federal estate, gift, and generation-skipping transfer (“GST”) tax laws changed significantly. One aspect of these changes has the potential ...
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Converting a Regular IRA to a Roth IRA
February 1, 2010
Converting your investments in traditional IRAs to a Roth IRA during 2010 can be an important planning opportunity for many clients. This conversion allows you ...
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As of January 1, 2010, the Federal Estate and GST Taxes Were Repealed – What Does This Mean For Your Estate Planning?
January 25, 2010
As you may be aware, as of January 1, 2010, the federal estate and generation-skipping transfer (“GST”) taxes were repealed for one year, under a ...
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New Alert: As of January 1, 2010, the Federal Estate and GST Taxes Were Repealed – What Does This Mean For Your Estate Planning?
January 15, 2010
As you may be aware, as of January 1, 2010, the federal estate and generation-skipping transfer (“GST”) taxes were repealed for one year, under a ...
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Ethical Wills – What you really want to communicate to your loved ones
January 1, 2010
Wills, trusts, powers of attorney, and advance directives for health care are all legal documents which deal with your assets and your health. These are ...
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