by Arthur Geffen | Aug 18, 2010 | Estate Tax
All bets are off — make that on — on the future of the estate tax. No one knows for sure what tax rates will apply to estates next year, or what size estates will be affected. But, some well-known tax advisers are doing a little wagering on the topic at the...
by Arthur Geffen | Aug 17, 2010 | Estate Tax
Since Congress has yet to act on setting an estate tax rate, it will be difficult to claw back those taxes, argues the chief economist at the American Farm Bureau Federation Retroactive estate tax for 2010 unlikely, says economist Young – Investment...
by Arthur Geffen | Aug 4, 2010 | Estate Planning Solutions, Estate Tax, Income Tax, Tax, Tax Solutions
If you have assets of $1,000,000 (or even less in certain circumstances) to contribute, and still retain other assets sufficient to support you for the remainder of your life, you may consider forming and operating a family limited partnership (FLP) among...
by Arthur Geffen | Aug 4, 2010 | Estate Tax, Income Tax, Retirement Planning
Roth IRAs are a great tax saving vehicle. The reason: Investments held in a Roth IRA are allowed to build up federal-income-tax-free. Later on, you can take federal-income-tax-free withdrawals. Obviously, a zero tax rate is the best rate going. In addition to being...
by Arthur Geffen | Aug 2, 2010 | Estate Planning Solutions, Estate Tax
Over the past three decades, the share of income going to the richest 1 percent has doubled, notes Chuck Marr, a policy analyst at the Center on Budget and Policy Priorities in Washington. The estate tax is “some check on the exponential growth of...
by Arthur Geffen | Jul 30, 2010 | Estate Tax, Income Tax, Politics
I would say WHEN not IF FOXBusiness.com – What to Expect if Bush Tax Cuts Expire