Thomas Mohle

February 2012 Trust & Estate newsletter

This month's feature article addresses two areas of reporting for Gift Taxes - the disclosure requirements and the statute of limitation issues affecting the final values of gifts for both Form 709 as well as estate tax…more
| Taxation, Wills, Trusts, & Estate Planning

January 2012 Trust & Estate Newsletter

This issue is entirely devoted to the complex area of Generation Skipping Taxes. Articles explain the nature of the tax, the mechanics of complying with the laws and regulations governing the GST and planning tips to minimize…more
| Taxation, Wills, Trusts, & Estate Planning

November 2011 Trust & Estate newsletter

This month's issue features an article on the newly released Form 706 and the procedures involved in electing to make available a deceased spouse's unused exemption amount. Also included is a look at the recently released Form…more
| Taxation, Wills, Trusts, & Estate Planning

Sept. 2011 Trust & Estate newsletter

The September issue features an article on pooled income funds and how they can serve as an alternative to a charitable remainder trust. Also included is an article discussing how the handling of estate administrative expenses…more
| Taxation, Wills, Trusts, & Estate Planning

Trusts & Estates - August 2011

This month's issue features an article on the fundamental issues related to the preparation of Form 1041 - Fiduciary Income Tax returns. Additionally there is an article summarizing a recent New York technical memo relating to…more
| Taxation, Wills, Trusts, & Estate Planning

June 2011 Trusts & Estates Newsletter

This month's issue features an article on the income tax reporting requirements for a grantor trust, i.e. under what conditions is a fiduciary not required to file a Form 1041. Another article deals with the elections that are…more
| Taxation, Wills, Trusts, & Estate Planning

May 2011 Trusts & Estates newsletter

May's issue features articles on the alternative methods of preparing the NJ Estate tax return,Form IT-Estate. Also included is a review of the tax compliance issues for pre-need funeral trusts. Finally there are discussions…more
| Wills, Trusts, & Estate Planning

Trusts & Estates Newsletter

This month's issue features articles on general powers of appointment and taxation issues related to excess deductions upon the termination of a trust or estate. There is also a chart showing the 2011 exemption and tax rates for…more
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March 2011 Trusts & Estates Newsletter

March's topics include the Trustee's power to adjust under the provisions of the Uniform Principal & Income Act and how electing modified carryover basis for 2010 estates effects the basis of assets for state purposes. There is…more
| Wills, Trusts, & Estate Planning

Trust & Estates newsletter - Feb. 2011

February's newsletter includes articles on the reverse QTIP election and how it can reduce the tax bite of leaving assets to grandchildren. A comprehensive example is shown. There is also an article which explores the deduction…more
| Taxation, Wills, Trusts, & Estate Planning

Trust & Estates newsletter - Jan. 2011

Articles about separate shares in fiduciary income tax returns, electing to merge a qualified revocable trust with the decedent's estate, highlights of the new estate tax legislation, charts on NY fiduciary commissions and…more
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Trust & Estates newsletter - Dec. 2010

Article summarizing the tax treatment for Special Needs Trusts, both self-settled and third party. Other topics include the new IRS form for basis step-up and rules related to the former residence of a decedent…more
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Trust & Estates newsletter - Nov. 2010

Monthly newsletter with timely articles related to estate planning and the taxation of trusts & estates. Also includes current tax legislation impacting small business owners. Each issue will include a number of useful charts…more
| Taxation, Wills, Trusts, & Estate Planning

Trust & Estates newsletter - Oct. 2010

Monthly newsletter with timely articles related to estate planning and the taxation of trusts & estates. Also includes current tax legislation impacting small business owners. Each issue will include a number of useful charts…more
| Taxation, Wills, Trusts, & Estate Planning
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Areas of Practice
  • Accounting
  • Financial Services
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