by Arthur Geffen | Jun 2, 2011 | Income Tax
Qualified charitable distributions, (QCDs) from one’s Individual Retirement Account (IRA) provide an option to meet the required minimum distribution (RMD) while avoiding income tax for 2011. This charitable giving and financial planning strategy was extended...
by Arthur Geffen | May 31, 2011 | Estate Planning
Estate planning isn’t dead, not by a long shot. The tax deal made in Washington in December 2010 was a major change. It should change the way many people will view estate planning. It shouldn’t make anyone ignore estate planning, but for many it should...
by Arthur Geffen | May 9, 2011 | Income Tax
SO HIRE YOURSELF A GREAT TAX LAWYER! When it comes to taxes, do the rich pay their fair share? The answer, of course, is subjective since "fair" is not an absolute concept and tax data, depending how it’s sliced, can tell different stories. Those who...
by Arthur Geffen | May 6, 2011 | Income Tax
Using "-onomics" at the end of a word has become a trendy way to coin the economic philosophy of a public figure, usually a president. Over the past few decades, there has been "Reagonomics," "Clintonomics" and most recently,...
by Arthur Geffen | May 6, 2011 | Estate Planning
WATCH OUT WHO YOU GET YOUR LEGAL ADVICE FROM AND KUDOS TO INDIANA! An Indianapolis insurance brokerage disciplined for unauthorized legal practice might now face millions of dollars in claims from more than 4,000 former clients. Richard Kennard filed a class-action...
