Tax Moves for December 2013

Posted by on Dec 9, 2013 in General | 0 comments

“The only person you are destined to become is the person you decide to be.” –Ralph Waldo Emerson When we make informed tax decisions, it is always best, of course, to start with real data. That’s why a good first step in any tax planning environment is preparing a draft tax return, to see where […]

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Five Reasons To Give, No Matter The Tax Rates

Posted by on Dec 16, 2012 in General | 0 comments

When we advise about or help set up GRATs, as with other tax-saving mechanisms for clients to deliver their philanthropy and giving (outside of normal tax deductions), there’s much discussion about the benefits of the gift for the recipient. But what about for the giver? This doesn’t quite work, when the “giver” is an estate […]

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