Naming your Revocable Living Trust as an IRA Beneficiary
Retirement planning and estate planning often conflict with each other. Often times, a recommended retirement plan has adverse estate tax ...
3 March 2014
3 March 2014
Estate Planning for Retirement Benefits
The Internal Revenue Service recently issued proposed regulations pertaining to required minimum distributions from qualified retirement plans, individual retirement accounts ...
3 March 2014
S Corporation Salary
Recently, the IRS successfully challenged a common tax strategy that is often used by owners of S corporations. An S ...
3 March 2014
2010 Tax Relief Act
As most people are aware, President Obama recently signed into law the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation ...
3 March 2014
Using IRAs for Charitable Gifting
The Pension Protection Act of 2006, enacted into law in 2006, provides a potentially valuable tax planning opportunity for individuals ...
3 March 2014
Nonqualified Deferred Compensation
Deferred compensation arrangements have been used by businesses to allow its employees and/or owners to defer the taxable income payable ...
3 March 2014
Deferring Capital Gains with a Like-Kind Exchange
Recently, a client consulted with our firm to represent him in the sale of his commercial rental property. Considering the ...
3 March 2014
Charitable Split Dollar
Recently, there has been some publicity of a type of charitable gift, called charitable split dollar, that generated a significant ...
3 March 2014
New Massachusetts Homestead Law
On December 16, 2010, Governor Patrick signed into law important modifications to the Massachusetts homestead law. Under the new homestead ...
3 March 2014
Can a Vacation Home be Exchanged in a Like Kind Exchange?
If a transaction is properly structured, the sale and purchase of vacation homes may qualify for like kind exchange treatment. ...