Category Archives: Estate Planning & Probate
Mario Fazio to Speak on 1099-MISC Issues for 2011 on 10/25 Webinar
Mario Fazio will be one of 4 speakers at The Knowledge Congress live webinar entitled “1099-MISC Issues for 2011: What You Need to Know” on October 25th. Other speakers include Raelane Hoff from the IRS; Marcia Miller, President of Financial Horizons, Inc.; … Continue reading
Filed under Estate Planning & Probate, Tax
Jen Singleton Speaks on Family Law at NBI Seminar, April 5th
Jenifere R. Singleton will be presenting a segment of the National Business Institute (NBI) seminar entitled “Your Family Law Practice in the 21st Century” which takes place at the Holiday Inn Indpendence on Tuesday, April 5th from 9:00 am – … Continue reading
Filed under Estate Planning & Probate, General
Scott Geneva Agrees With the Wall Street Journal: the 2010 Estate Tax Repeal Might Mean More Taxes For Some.
Filed under Estate Planning & Probate, Tax
2010 Tax Law Update
Scott Geneva and Mario Fazio have prepared a PowerPoint presentation to update you on 2010 tax rates, tax credits and deductions, the changes to Roth IRAs, taxability of life insurance upon sale or surrender, and the status of the estate tax … Continue reading
Filed under Estate Planning & Probate, Tax
Ohio Modifies Trust Residency Rules
Mario J. Fazio Ohio imposes income tax on certain irrevocable trusts that are treated as “residing” in Ohio for all or part of the year. Very generally, a trust may reside in Ohio if it is a non-grantor trust that … Continue reading
Filed under Estate Planning & Probate, Tax
Retroactive Estate Tax Likely
F. Scott B. Geneva believes that retroactive estate tax law will be passed in 2010, creating estate tax liability for estates in excess of somewhere between $3.5-$5 million. It is possible that the bill will be passed by the lame duck congress in order … Continue reading
Filed under Estate Planning & Probate, Tax
Year-End Planning Ideas for Businesses and Individuals
This Client Alert sets forth a list of year-end planning ideas for both businesses and individuals. We present for your consideration both legal and tax items that may significantly improve your “bottom line.” We recommend that you review each of … Continue reading
Filed under Estate Planning & Probate, General, Small Business, Tax
REPEAL OF THE ESTATE TAX IS NOT ALL ROSES
F. Scott B. Geneva agrees with the Wall Street Journal when it reported that the repeal of the estate tax may not be the great idea some taxpayers think it is. Read the WSJ article at: http://online.wsj.com/article/SB10001424052748704224004574489581033118194.html
Filed under Estate Planning & Probate
WHO WILL MAKE MEDICAL DECISIONS IF YOU CAN’T?
In light of the continuing debate over health care reform, there is a renewed interest in the creation and enforceability of health care advance directives (“Advance Directives”). An Advance Directive is a document that either: (a) provides directions to a … Continue reading
Filed under Estate Planning & Probate
