Family Investment LLC

News & Analysis as of

Junior Goes to College! Innovative Strategies to Save for Your Children's College Education with Pre-Tax Dollars

Overview - The cost of college tuition has gone through the roof. The average cost of a private university can range from $40,000-60,000 per year. The cost of a public university is a lot less in most cases except that...more

Using the Family Investment Company to Access Your Pension Plan Assets

Overview - The wait is over. The taxpayer got dangled over the Fiscal Cliff and was allowed to have a controlled fall. For the high income taxpayer, the fall resulted in a broken ankle, bruised ribs and a minor...more

The Family Pension Plan - An Innovative Strategy to Minimize the Impact of Tax Hikes

Overview - Most of us are about ready to fall off the Fiscal cliff. Is there an 11th hour idea that can make some impact in the taxpayer’s situation. The situation may be even worse for a W2 employee. The following idea...more

The Family Investment Company - An Integrated Income and Estate Tax Planning Tool

Overview - As we approach the edge of the fiscal cliff over the last two weeks of 2012, some of you may be wondering if there is any last minute tax planning that might be done to avoid sending a large check to Uncle...more

IRS May Challenge Future Formula Gift Clauses

In October, the IRS dropped its appeal of the Tax Court decision in Wandry v. Commissioner, T.C. Memo 2012-88. That does not mean the IRS accepts the holding of the Court. In fact, the IRS just announced that it will not do...more

Rappelling Down the Fiscal Cliff – Strategies for Cushioning the Fall – Part IV

The Family Pension Plan - Overview: This “Cliff-Hanging” series has focused on strategies to reduce taxation for the current tax year and the impending fall off the Cliff next year. In case you are...more

2012 Year-End Estate Planning Advisory

Now that the election is over, we anticipate having some guidance soon with respect to the numerous tax and planning issues that have been mired in uncertainty for the past two years. Many tax benefits are scheduled to...more

Rappelling Down the Fiscal Cliff – Strategies for Cushioning the Fall – Part III

Maximizing Charitable Strategies When Cash is Short 1. Overview - This series has focused on strategies to reduce taxation for the current tax year and the impending fall off the Cliff. This installment will...more

The Dynasty Annuity — Multi-Generational Tax Deferral for High-Net-Worth Families

Originally published in Tax Management Estates, Gifts, and Trusts Journal, x, 11/08/2012. OVERVIEW - The current tax environment suffers from a lot of economic and political uncertainty. The general consensus...more

Personal Planning Strategies - September 2012

In This Issue: - Use It or Lose It - Increased Gift and GST Exemption Amounts Expire on 12/31/12 - Income Tax Deductions for Charitable Donations May Be Denied Without a Qualified Appraisal Mohamed v....more

Take Advantage of Current Estate Planning Opportunities

The last three years have witnessed substantial changes in federal estate and gift tax laws and more changes are undoubtedly coming. Such changes offer a number of opportunities for clients to achieve their estate planning...more

Act Fast to Capture Benefit of Current Gift Tax Exemption

Bay Area families that have yet to take advantage of the current gift tax exemption are running out of time. As of midnight on December 31, 2012, the $5 million exemption disappears and will be replaced by a $1 million...more

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