Category: Tax

October 19, 2020February 17, 2021Capital Gains Tax, Estate Tax, Federal Estate Tax, Gift Tax, Politics, Tax, Tax Planning

Make a Gift Before 2021

I try very hard not to be political in these blog posts. […]

March 29, 2016March 2, 2021Basis, Estate Administration, Executor, Federal Estate Tax, Probate, Tax, Tax Returns

Requirement of Executors to Report Basis of Assets When Administering an Estate – FollowUp

The IRS has released new regulations that have extended the due date […]

February 7, 2016March 2, 2021Basis, Estate Administration, Executor, Federal Estate Tax, Tax, Tax Returns

IRS Releases Form 8971 – Executors Now Required to Report Basis of Assets When Administering Estate

For many years the IRS and beneficiaries of estates had a problem […]

April 22, 2013December 23, 2020tax exemption

Major Changes to Tax Law in New Budget Proposal

Victims of a personal injury have many burdens to bear.  Most people […]

May 26, 2011March 15, 20212503, Annual Exclusion, Estate Planning, Estate Tax, Gift Planning, Gift Tax, Inheritance Tax (相続税）, New Jersey, NJ Estate Tax, Tax, Tax Planning

Deathbed Transfers in New Jersey

Often times, a person who is on his or her deathbed will […]

December 3, 2009March 22, 2021401(k), 403(b), IRA, Real Estate, Tax

A Good Time to Buy that First House – But How?

Many experts think this is a great time to buy a new […]

August 3, 2007March 24, 2021asset protection, Business Succession Planning, Divorce, Estate, Estate Tax, Family Limited Liability Company, Tax, Trusts

Business Succession Planning: FLLC

Some of you may have seen these scary statistics: According to the […]

February 1, 2007March 26, 2021Estate Tax, Inheritance Tax (相続税）, Japan (日本）, Japanese Inheritance Tax (相続税), Tax, United States

Japanese Inheritance Tax vs. US Estate Tax

BRIEF OVERVIEW OFJAPANESE INHERITANCE AND GIFT TAXESvs.AMERICAN ESTATE AND GIFT TAXES NOTE: […]