Tag Archives: estate tax

Estate Tax Attorney and Accountant Full Employment Act of 2012

Posted on February 14, 2012 by Steve Masterson

Of course, that is not the title of any piece of legislation, pending or passed. In Obama’s budget proposal, presented the other day, tax rates are raised for the mostly hard-earned (and previously taxed) assets of dead people. In addition, … Continue reading →

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Posted on October 7, 2011 by Steve Masterson

“Inheritances are an equalizing force that mitigates the inequalities found in American household wealth.”  Sounds counter intuitive, but check out this article and study: Debunking the “Sin” of Inheritance

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Portability of Estate Tax Exemption

Posted on August 17, 2011 by Steve Masterson

Since the current estate and gift tax structure sunsets in less than 15 months, high net worth families must take advantage of the window of opportunity.  The portability of the federal estate tax exemption is one area of opportunity. Check … Continue reading →

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Dynasty Trusts Let U.S. Wealthy Duck Estate, Gift Taxes Forever

Posted on July 28, 2011 by Steve Masterson

Courtesy of Bloomberg: http://www.bloomberg.com/news/2011-07-28/dynasty-trusts-let-u-s-wealthy-duck-estate-gift-taxes-forever.html

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