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Blog Posts in 2013

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  • End of Year Giving & Tax Update
    End of Year Giving & Tax Update

    In the last two months, the IRS announced that there are various tax benefits will increase on January 1, 2014, due to inflation. More than 40 provisions will be affected, with some of the most ...

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  • Child Custody: Parenting Plans
    Child Custody: Parenting Plans

    If you and your spouse are divorcing and you have a child together then child custody is going to be an important factor in your case. For many families, this can be a drawn out battle. Many couples ...

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  • September 16, 2013 - What this Date Means for Same-Sex Marriages
    September 16, 2013 - What this Date Means for Same-Sex Marriages

    On August 29th, the Department of Treasury and the IRS ruled that same-sex couples that have been legally married, will be treated as married for federal tax purposes, where marriage is a factor. This ...

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  • Estate & Income Tax Planning After the D.O.M.A. Ruling
    Estate & Income Tax Planning After the D.O.M.A. Ruling

    Who Benefits? On June 26, 2013, the U.S Supreme Court reversed the Defense of Marriage Act. So now what? The landscape for Estate & Income Tax Planning has changed. Same-sex married couples will now ...

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  • The Importance of Estate Planning for Blended Families
    The Importance of Estate Planning for Blended Families

    When a person passes on without leaving a clear estate plan - or any estate plan, at all - the issue must be resolved through the difficult, stressful, and often emotional legal process known as ...

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  • Congress Makes a Final Decision....Sort of!
    Congress Makes a Final Decision....Sort of!

    The New, "Permanent" Estate and Gift Tax Law Finally, we have certainty...Until Congress changes its mind anyway! Many taxpayers feared a return to the bad old days of a $1 million federal estate and ...

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