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Blog Posts in Taxes

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  • James Gandolfini in Death and Taxes
    James Gandolfini in Death and Taxes

    As we mourn the loss of a great actor who moved us with his performance as Mafia boss Tony Soprano in "The Sopranos", we also take this opportunity to look at the tax ramifications of his estate ...

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  • Sales to Grantor Trusts
    Sales to Grantor Trusts

    Another estate litigation technique is an installment sale of income producing property to a grantor trust. A grantor trust, under the provisions of the Internal Revenue Code, is a trust that is not ...

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  • Spousal Lifetime Access Trust (SLAT)
    Spousal Lifetime Access Trust (SLAT)

    A gifting strategy that allows a couple to take advantage of the gift tax exemption while retaining access to the funds is the Spousal Lifetime Access Trust (SLAT). The SLAT is an irrevocable trust ...

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  • Gifting Techniques for 2012
    Gifting Techniques for 2012

    The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the "2010 Act") was enacted on December 17, 2010 and extended the provisions of the Economic Growth and Tax ...

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  • New Rules Regarding Portability Election
    New Rules Regarding Portability Election

    The temporary regulations issued by the IRS on how to elect to use a deceased spouse's unused estate tax exclusion will apply to married spouses where the first spouse has died on or after January 1, ...

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  • New IRS  Rules for Estates and Trusts
    New IRS Rules for Estates and Trusts

    In order to better regulate charitable trusts, a new provision requiring trusts or wills to indicate sources of income from any amount the taxpayer will use for charitable purposes has been ...

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