Tag Archives: estate taxes

The Fiscal Cliff Averted

Posted on January 9, 2013 by Larry Briskin

THE NEW TAX LAW IN SIMPLIFIED FORM Beyond the 11th hour, on January 2nd, both houses of Congress passed and the President signed a tax law that includes a myriad of provisions, as follows: Income Taxes • Permanently extends the … Continue reading →

Posted in Uncategorized | Tagged alternative minimum tax, estate taxes, Fiscal Cliff, gift tax, Income Taxes, Larry Briskin, medicare surtax, Planning Solutions Group, PSG | Comments Off

The Opportunity of a Lifetime: Unified Credit Gifting

Posted on April 4, 2012 by Tim Kvech

Each year we look for proactive solutions to help reduce and or eliminate the burdensome and devastating loss of assets due to Estate Taxation. 2012 may be the end of one of our greatest estate planning opportunities. When we discuss … Continue reading →

Posted in Uncategorized | Tagged Defective Grantor Trusts, dynasty provisions, estate taxes, Planning Solutions Group, PSG, Tim Kvech, Unified Credit | Comments Off

‘Tis the Season – Charitable Giving

Posted on November 29, 2011 by Rebecca Hayes

In the hustle and bustle of the holiday season, it is easy to become overwhelmed with the checklist of gifts to purchase for family members and friends. However, it is important to remember to reserve a place for Charitable Giving … Continue reading →