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Planning for Retirement Assets Can be Difficult

In IR-2013-35 (March 28, 2013), the IRS reminded us that in most cases seniors who turned age 70½ during 2012 need to start taking Required Minimum Distributions (RMDs) from their …

  • Posted on: Mar 29 2013
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The Estate Tax Ball is About to Drop!

There are only a few days left before the clock strikes midnight on December 31st and the tax law changes. Or will it? As of this writing, the law to …

  • Posted on: Dec 21 2012
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Last Chance for Estate Tax Savings?

This month’s alert focuses on the narrowing window to lock-in the current $5.12 million estate and gift tax exemption by gifting prior to year-end. The alert also examines why it …

  • Posted on: Oct 31 2012
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