by Arthur Geffen | May 13, 2013 | Estate Planning, Living Trust
A lifetime trust, also known as a living trust, can be the difference between people controlling their estate and being subject to the expense, confusion, and problems that sometimes affect unplanned estates. Nevertheless, a whole industry has grown around...
by Arthur Geffen | May 10, 2013 | Estate Attorney, Estate Lawyer, Estate Planning, Estate Planning Solutions
When was the last time you looked at your will? If you can’t remember, it is time for a review. Having outdated legal documents, such as a will or power of attorney, can wreak havoc on your health and your family’s wealth. Indeed, people too often take a...
by Arthur Geffen | May 6, 2013 | Affordable HCA, Income Tax
The IRS issued proposed regulations for determining whether an eligible employer-sponsored health plan provides minimum value for purposes of the Sec. 36B health insurance premium tax credit (REG-125398-12). Individuals do not receive the credit if they are...
by Arthur Geffen | May 2, 2013 | Estate Planning, Tax, Trusts
Advisors always need to weigh the tax implications of their investment advice. This is never easy, but it can be devilishly difficult when trying to figure out all the implications of the recent fiscal cliff tax deal – including higher income tax rates, a...
by Arthur Geffen | Apr 18, 2013 | Audit, Income Tax
High income taxpayers and sole proprietors are getting away with tax fraud and related penalties, according to a report released today by the Treasury Inspector General For Tax Administration, calling for stronger enforcement. It’s a call to action for the IRS...
