Tax Extenders are (almost) Here

By Julia Thomas | December 16, 2015

In what has replaced Santa Claus as the most anticipated December arrival [for U.S. taxpayers at least], Congress reached a bipartisan agreement to retroactively extend numerous tax benefits that expired at the end of last year. The Protecting Americans from Tax Hikes Act of 2015 (PATH) was announced by Congress late last night.  PATH needs…

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Tax Relief Act of 2010

By Julia Thomas | February 2, 2011

Because the Tax Relief Act of 2010 (the “Act”) is the most significant legislation affecting estate planning since the 2001 Tax Act, we have prepared numerous materials explaining and analyzing the Act. On our website is an outline summarizing the transfer tax provisions of the Act, a video of a seminar we put on explaining…

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