November 30, 2017February 22, 2021Life Insurance Trust, NJ Inheritance Tax Benefit of a Life Insurance Trust after the Repeal of NJ Estate Tax As we get closer to the repeal of the New Jersey Estate […] Read more
November 3, 2017February 25, 2021Estate Tax Proposed Tax Policy By Republicans Would Enable Wealthy to Pass On A Massive Income Tax Deduction to Their Heirs Upon Death As most of you know, I generally try to avoid political discussions […] Read more
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 […] Read more
June 5, 2013March 10, 2021FATCA, FBAR, Form 8938 IRS FATCA Form 8938 and the FBAR Form TD F 90-22.1 For US citizens and US permanent residents, you must file Form 8938 (also […] Read more
May 27, 2011March 15, 2021Federal Estate Tax, Gift Planning, Gift Tax Federal Estate and Gift Taxation of Deathbed Gifts Often times, a person who is on his or her deathbed will […] Read more
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 […] Read more