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Recent Tax Developments

The following is a summary of the most important tax developments that have occurred in the past several months that may affect you, your family, your investments, and your livelihood. Please call us for more information...more

Employee Benefits Developments - January 2014

CASES - Court Finds Former NFL Player’s First Wife Is Surviving Spouse - A recent decision by the U.S. Court of Appeals for the Third Circuit demonstrates once again the importance of divorcing your first spouse...more

Mcnees Insights - Asset Planning and Federal Taxation - Spring 2013

In This Issue: ATRA 2012 – How Does it Affect You?; Planning and Paying for Long-Term Care; and Obama Revenue Raising Proposals. Excerpt from ATRA 2012 – How Does it Affect You?: The American Taxpayer...more

McNees Insights - Asset Planning and Federal Taxation - Winter 2013

2012 Tax Act - The American Taxpayer Relief Act of 2012 (the “Act”) was signed into law on January 1, 2013 to avert the tax law changes that were one part of the “fiscal cliff” facing our country’s economy (the other...more

McNees Insights - Fall 2012

In This Issue: Year-End Tax Planning - Year-end planning is a bigger challenge this year than in past years because, unless Congress acts, tax rates will go up next year, many more individuals will be snared by...more

New 3.8% Medicare Tax on Investment and Unearned Income Beginning in 2013

Starting January 1, 2013, a new 3.8% Medicare tax will apply to the investment and “unearned income” of individuals, trusts and estates. The tax is intended to apply to income exempt from the regular FICA or self-employment...more

Are You Prepared for Major Income Tax Changes on January 1, 2013?

Much has been written about changes to the estate and gift tax law scheduled to occur on January 1, 2013, particularly the reduction of the lifetime estate and gift tax exemption amount from its 2012 level of $5,120,000 to $1...more

Estate Planning Update - September 2012: New Taxes Make Year-End Income Tax Planning More Important

It is not too early to start planning income tax steps to take before year-end. The Patient Protection and Affordable Care Act introduced two new taxes that will go into effect January 1, 2013. These are a 3.8 percent...more

McNees Insights -- Summer 2012

In This Issue: Planning For College – 529 Accounts; Estate Planning - IRS Issues Temporary Portability Regulations; and Filial Support and Mr. Pittas. Excerpt from Planning For College – 529 Accounts If you...more

Tax and Business Planning - August 2012

In This Issue: - Investment Income Surtax ...2 - Trusts and Estates ...3 - Increased Threshold for Deducting Medical Expenses ...3 - Planning Opportunities ... 4 Excerpt from Headline Article: Tax Increases...more

Insight on Estate Planning - April/May 2012

In This Issue: - Make health care decisions while you’re healthy - Which planning strategies should unmarried couples implement? - Due diligence required when taking charitable deductions - Estate Planning...more

McNees Insights- September 2011

IN THIS NEWSLETTER: BUDGET CONTROL ACT OF 2011 After much debate and brinkmanship, on August 2, 2011 President Obama signed the “Budget Control Act of 2011”. PLANNING AND PAYING FOR LONG-TERM CARE (PART 2...more

Physicians as Investment Fraud Targets

In uncertain times people derive a false sense of comfort doing in business with a personal or social contact or a member of their own religious or ethnic community. That comfort level is unfortunately replacing required...more

Powers of Attorney and the Double Agent

Helping a principal to recover assets wrongfully transferred by an agent and attorney in fact using a valid power of attorney in breach of such agent's fiduciary duty....more

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