Articles

  • Reinvigorating the AB Trust
  • The AB Trust has long been the estate planning tool of choice for many married couples.  Although certain features of the AB Trust had become obsolete over the past couple of years, it continued to be the gold standard among estate planning attorneys for purposes of avoiding probate and minimizing the federal estate tax.  With […]Read More
  • Tax Benefits of Working Abroad
  • Taking an overseas assignment can be an exciting and culturally rewarding experience.  I had the opportunity to work on a project that allowed me to spend a few years working in China and Costa Rica.  Working abroad ended up being one of the most educational experiences of my life.  I learned new languages, ate interesting […]Read More
  • Supreme Court to Rule on Same-Sex Estate Tax Deduction
  • On December 10, 2012 the Supreme Court granted Certiorari in the E. Windsor case (2012-2 USTC ¶60,654). The Supreme Court will decide whether the Defense of Marriage Act (DOMA) violates the Equal Protection Clause of the Fifth Amendment to the US Constitution.  The DOMA, signed into law by President Bill Clinton on September 21, 1996, defines […]Read More
  • The Basics of Tax Basis in Business Entities
  • In the tax world “Basis” is the amount of your investment in property for tax purposes.  Anyone who regularly makes investments in securities or real estate should be familiar with the concept of tax basis.  Gains and losses are determined as the difference between the amount received and the taxpayer’s basis in the property.  For […]Read More
  • 9 Best Ways to Improve your Tax Refund
  • Financial advice comes in many forms.  One type of advice comes in the form of get rich quick schemes – tips and tricks that promise to make you an overnight millionaire.  I have little experience with infomercials, so I will try to stick with what I know.  This article isn’t going to be a list […]Read More