News & Analysis as of

Year-End Planning Bush-Era Tax Cuts Annuities

Gerald Nowotny - Law Office of Gerald R....

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

Troutman Pepper

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

Troutman Pepper on

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

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