Tax Planning Articles
Attorneys Cynthia Hurley and Kimberly Loveland attended the 58th Annual Heckerling Institute on Estate Planning. The event was sponsored by the University of Miami School of Law from January 8th…
Read MoreA crucial part of any estate plan is the regular review of the beneficiaries listed on assets, and recent law changes require careful consideration when naming beneficiaries on assets such…
Read MoreA new bill was recently passed into law at the end of 2022. The Securing a Strong Retirement Act of 2022 – often referred to as “SECURE 2.0” has new…
Read MoreThe IRS allows a major benefit on the death of individual called a “step-up” in basis, which can save beneficiaries of an asset significant amounts of income tax on capital…
Read MoreI encounter many people who don’t understand the rules of the gift tax and even more who have never even heard of a gift tax. Here are the basics of…
Read MoreThere haven’t been any changes…yet. However, there are two proposals on the horizon receiving a lot of attention. Here’s a quick review: Lowering the Estate Tax Exemption Currently, you are…
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