New Tax Guide

Product DescriptionA complete guide to planning an estate under today’s tax rules When it comes to your estate–no matter how big or small it might be–you shouldn’t leave anything to chance. Proper planning is necessary to protect both your assets and your heirs. Estate Planning Law Specialist Harold Apolinsky and expert financial planner Stewart Welch III know this better than anyone else, and in the Revised and Updat... Read More

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Product DescriptionA complete guide to planning an estate under today’s tax rules When it comes to your estate–no matter how huge or small it might be–you shouldn’t leave anything to chance. Proper planning is necessary to protect both your assets and your heirs. Estate Planning Law Specialist Harold Apolinsky and expert financial planner Stewart Welch III know this better than anyone else, and in the Revised and Upda... Read More

Product DescriptionThe unique features of stock options have spawned numerous questions over how and when they are taxed, valued, and recorded for financial statement purposes. Disputes also arise over what government entity has jurisdiction to tax them, who has a legitimate claim to them in death, divorce, and bankruptcy, and whether they can be transferred at all. Until now and the publication of “Stock Options: Estate, Tax, and Financia... Read More

Product Description A complete guide to planning an estate under today’s tax rules When it comes to your estate-no matter how big or small it may be-you shouldn’t leave anything to chance. Proper planning is necessary to protect both your assets and your heirs. Experts Stewart Welch III, Harold Apolinsky, and Craig Stephens know this better than anyone else, and in the Third Edition of J.K. Lasser’s New Rules for Estate and Tax... Read More

The current economic environment provides an excellent opportunity to transfer assets at historically low interest rates, removing future appreciation from your etate. The low rates coupled with discounted asset values have created opportunities to maximize estate tax savings. Strategies such as grantor retained annuity trusts (GRATs), installment sales to an intentional grantor trust (IGT) and intrafamily loans are some of the ways to capitalize... Read More

The right time to planning estates is when alive, but unfortunately, this cannot always be done. This is when beneficiaries end up owning large estates and with huge taxes to pay. Good news is that even after the death of the person, you can evade huge sums as tax payments. The person dying is now allowed to pass on $ 2 million in assets and the person receiving this is exempt from the estate tax. This exemption also includes life insurance proce... Read More

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Many work hard and meet with success, as they batter through storms, handle market swings and keep consumers satisfied. You achieved all this for yourself and your family. But have you spent one minute and thought about what would happen to your business when you are not there? If you haven’t, then it is high time you gave it a serious thought. So here are some simple business succession and estate tax planning strategies. According to a m... Read More