What you need to know: The Congressional debate on estate tax legislation has been put on pause during its recess, allowing current legislation that repeals
The Foreign Account Tax Compliance Act of 2009 (Rangel-Baucus Bill) Recent Offshore Tax Haven Legislation Since 2007, numerous attempts have been made at passing targeted
In Private Letter Rulings 200947006 & 200948001, the IRS considered whether a series of transactions among a partnership, corporations and trusts which altered the ownership
This article by investment expert Jeff Christenson was originally published in this month’s issue of WORTH magazine. It sheds light on how the economy and
This is a guest column by Greg George, a professional due diligence expert that I use as a resource. There are a huge number of
There are certain things we always warn our clients about when they are selling a business. One of the issues we regularly address is making
At the end of every year clients of all types (especially MD’s) and advisors rush to find last minute ways to minimize the tax liability
Given the depressed value of many real estate and investment portfolios, there has never been a more tax efficient and advantageous time to implement the
The post below is excerpted from the news letter of a colleague, financial advisor Steve Beatty who works with successful business owners all over the
YEAR END DEDUCTION OR TAX ON RETAINED EARNINGS?GUEST COLUMN By Ira L. Barnett, LUTCF OK. We’re coming to the end of the year and my
