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Estate Planning: Recent Development of Note

Posted by Michael J. Orlowkski CPA, CFA

Jan 12, 2016 3:05:00 PM

The American Taxpayer Relief Act of 2012 changed the federal estate-tax rules by significantly increasing the amount that individuals can pass to their beneficiaries tax free. Now that most estates will not incur a federal estate-tax liability, there are new opportunities for taxpayers to lower the future income taxes of their intended beneficiaries.

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Topics: estate planing, capital gains, estate tax, basis reporting, The American Taxpayer Relief Act of 2012

Corporate Inversions & The Individual Taxpayer

Posted by The Dopkins Tax Advisory Group

Aug 6, 2014 11:26:27 AM

In a recent trend to reduce their tax burden, many U.S. multi-national companies have deployed a strategy known as corporate inversion.  In this scenario a firm that receives a substantial amount of revenue from foreign sources will merge with a foreign company and reincorporate in a lower tax jurisdiction.  As this strategy has gained traction in recent months it has spurred political debate as to the best way to end such transactions.

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Topics: tax planning,, corporate inversions,, mergers and acquisitions, corporate tax,, personal tax planning, capital gains

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