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19 Jan 2009, 1:23 pm
Last week the Wall Street Journal reported that President Obama wants to freeze the current estate tax level to $3.5 million which is the estate tax exemption amount for 2009. [read post]
8 Jun 2011, 8:46 am
Reference: The Wall Street Journal Online (May 26, 2011) "IRS Scrutinizes Gifts of Real Estate" [read post]
3 Apr 2009, 2:46 am
There are several articles this morning reporting that the Senate passed an amendment to lower the estate tax. [read post]
8 Apr 2010, 6:00 am
Of course widows and widowers aren't thinking of remarriage right after a fatal accident but fully appreciating your rights to life-time workers' compensation benefits is good estate planning for the living dependents. [read post]
24 Jan 2018, 12:00 am
The Wall Street Journal recently highlighted several examples of cases […] [read post]
23 Dec 2019, 12:01 pm
A recent article in the Wall Street Journal highlights the challenges and offers suggestions for this difficult topic. [read post]
26 Apr 2013, 4:05 am
The Times says that disclosures in a pending lawsuit show that Trinity's assets-- largely Manhattan real estate-- amount to more than $2 billion. [read post]
23 Nov 2016, 8:45 am
Most recent Presidents have come to the office after years of government service with assets that consist mostly of real estate,... [[ This is a content summary only. [read post]
3 Sep 2010, 11:40 am
The Wall Street Journal recently reported that as many as 1/3 of American households have not taken out life insurance personally and are not covered at work. [read post]
1 Feb 2007, 5:41 am
The following excerpt is from Peter Lattman, TE Departures at Profit-Minded , Wall St. [read post]
28 Feb 2007, 9:30 am
The Wall Street Journal recently ran an article regarding a tax controversy experienced by a California real estate investor living in Los Angeles represented by tax counsel in Westlake Village, Ventura County, discussing the investor's ability to report his income and expenses as a full-time real estate investor. [read post]
12 Jan 2009, 9:11 am
The federal estate tax picture is becoming clearer. [read post]
5 Oct 2011, 10:15 am
Taking excerpts from The Wall Street Journal Complete Estate Planning Guidebook, the author states: “Everybody needs to think about estate planning”; “The number one [estate planning] mistake is not doing anything at all”; “[T]he safest thing to do” is to see an estate planning lawyer rather than attempt do-it-yourself planning; People should review their estate plans “often – at least every… [read post]
15 Jan 2019, 6:15 am
On January 8th, the Supreme Court heard oral arguments in Fourth Estate Public Benefit Corporation v. [read post]
5 Jan 2010, 9:04 am
What a perfect reason to reach out to existing clients to determine what a year free from estate taxes means to the client.An article in the Wall Street Journal 1/2-3/10 issue ("Estate-Tax Repeal Means Some Spouses Are Left Out") highlights unanticipated consequences in wills drafted with the assumption that estate tax avoidance will always be an issue. [read post]
18 Jan 2017, 12:28 pm
According to The Wall Street Journal article titled “Strategies for Playing Trump’s New Estate-Tax Plans,” chances are it will not affect your estate. [read post]
4 Sep 2010, 3:07 am
Following up on Wednesday's post, Rubin & Robertson: Bring Back the Estate Tax, Retroactive to Jan. 1: 24/7 Wall Street, Don’t Believe The Nonsense About The Estate Tax Future of Capitalism, Rubin and Robertson on Estate Tax Future of Capitalism, More on Robertson, Rubin, and the Estate Tax Reuters, When... [read post]
26 Feb 2009, 2:05 pm
If the tax were returned to Clinton-era levels, it would exclude $1 million from taxation with the rest taxed at 55%....Obama Plans to Keep Estate Tax, Wall Street Journal Online, January 12, 2009 See also: Barack Obama, Democrat for President, On Estate Taxes [read post]
13 Aug 2009, 3:43 am
Wall Street Journal: House Eyes Temporary Measure To Prevent Estate Tax Repeal, by Martin Vaughan: The House of Representatives is likely to propose a temporary, one-year measure to prevent repeal of the estate tax, as time is running short for a bipartisan group of senators to agree on a permanent... [read post]
21 Jan 2022, 4:34 pm
The Wall Street Journal reported on January 21 that residential home sales reached a 15 year high in 2021 and that demand is expected to remain great well into 2022. [read post]
