Q. I have a question about what constitutes the hard limit of $100,000 of income for the retiree pension exclusion. If my wife and I have a combined income of $120,000 before deductions, but can legitimately deduct $28,000 due to large medical bills and health insurance premiums paid out of […]
Q. When my father died, he owned six EE savings bonds that were POD to me. Can I hold them to maturity or must I cash them now? A. Generally speaking, a payable-on-death “POD” account is a special type of account recognized under the law which provides that any assets […]
Einhorn Barbarito is pleased to welcome two new associates to the Firm. Matthew S. Rheingold joined the Trusts and Estates/Taxation Department of Einhorn Barbarito as an Associate in August 2015. Mr. Rheingold concentrates his practice on trust and estate planning, estate administration and tax controversy matters. He has extensive knowledge […]
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