The 2017 tax reform legislation colloquially referred to as the Tax Cuts and Jobs Act (the Act) made some significant changes in the taxation of individuals, and these changes have already begun to generate new planning...more
2/7/2018
/ 529 Plans ,
Alternative Minimum Tax ,
Child Tax Credit ,
Estate Tax ,
Gift Tax ,
Income Taxes ,
Itemized Deductions ,
Tax Cuts and Jobs Act ,
Tax Deductions ,
Tax Exemptions ,
Tax Planning ,
Tax Rates ,
Tax Reform
It now seems more likely that a tax bill of some kind will be passed by Congress this year. One prominent DC tax lobbyist told me: "This is happening." Whether or not you agree with all of the provisions now being offered...more
The U.S. Supreme Court’s ruling in United States v. Windsor will forever change many facets of the lives of same-sex couples....more
7/1/2013
/ DOMA ,
Equal Protection ,
Estate Planning ,
Estate Tax ,
Gift Tax ,
Income Taxes ,
Joint Tax Returns ,
Portability ,
Retirement Plan ,
Same-Sex Marriage ,
SCOTUS ,
Tax Exemptions ,
US v Windsor