Family Pension Plan

News & Analysis as of

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

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

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

A. Overview - Part I of this series focused on the impact of impending tax increases following the Presidential Election for corporate executives and salaried professionals. Part II of the series will focus on...more

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

Ready, set, go! Following the Presidential election last night, the race is on for year-end tax planning and bracing for the fall off the fiscal cliff. While no one can tell exactly what the tax outcome will be after...more

Attention All Cadets (and Midshipmen)! – Tax Planning Battle Plan for 2012 and Beyond

In case you have been in the trenches or out at Sea since the beginning of the year, here is what the tax landscape looks like going forward into 2013. The Bush tax cuts are due to expire at the end of 2012 absent tax reform...more

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