TestIt seems lately that as soon as Halloween ends, the holiday season begins and we all look forward to the end of the past year and the beginning of a new, and hopefully, wonderful exciting one. The air grows colder, the leaves are gone, and the days seem so short. […]
Do I have to pay taxes on money I receive in settling my claim? Is any of the settlement non-taxable? Plaintiffs frequently asked these questions when settling a personal injury, contract or employment case. Unfortunately, these questions are asked at the time the plaintiff is asked to sign the settlement […]
Lost among all of the talk about Federal estate tax repeal, is one of the greatest opportunities that Congress has given to many of my clients in years — the uncapped Roth IRA conversion opportunity. Until 2010, a Traditional IRA could only be converted to a Roth IRA by a […]
If you have had a successful year (and we hope that you have!) and are feeling particularly generous this holiday season, then you may be wondering what is the most tax efficient way to make a gift to your favorite charity. As many of you know, the Internal Revenue Code […]
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