A Planning Window Without The Pane: Tax Reform Act of 2010

Everyone in the industry knows that until the end of the day on December 31, 2012, a donor can give away that amount without fear of federal transfer taxes. Comparing the current planning environment to a game is not far-fetched when you consider that this is the seventh time in the last 11 years that … Continue reading

The Tax Reform Act: A Gift with an Expiration Date (For the Business Owner)

Sometimes selling involves taking existing plans and reviewing them in light of changes in personal or business circumstances, changes in goals — or changes in outside factors, such as tax law. For many business owners, their estate plans need to be reexamined, and possibly changed, because of an outside factor: the passage of the Tax … Continue reading