Blog Posting By Tag: Tax Planning

Posted: Sep 01, 2017
Nonqualified Deferred Compensation (NQDC) Plans are a benefit often offered by corporations to high ranking executives, usually Directors and above. They are distinctly different from qualified retirement plans such as pensions or 401(k)s, and since... Read More...
Posted: Aug 02, 2017
There are few opportunities that allow you to pay a tax bill now to avoid an even larger tax bill later.  Tax Code Section 83(b) does just that.  Put simply, Section 83(b) allows taxpayers to be taxed on equity grants, such as vesting... Read More...
Posted: Jun 26, 2017
In today’s world of innovation, where one idea could turn a young entrepreneur into an overnight million(billion)aire, it is becoming increasingly common for a financially successful individual to accumulate far more wealth than their living parents... Read More...
Posted: May 02, 2017
With Republicans controlling both the White House and Congress, there is an increased likelihood of tax reform legislation hitting the debate floor.  Proposals by President Trump and the House Ways and Means Committee appear to support the... Read More...
Posted: Mar 23, 2017
Good news: It’s only March and your tax return has been filed!  Bad news: It wasn’t by you.  It’s a problem that is all too common these days and one that unfortunately could affect you this tax season.  You try to file your tax... Read More...
Posted: Mar 16, 2017
In the alphabet soup of estate planning jargon, the acronym QPRT is one of the more familiar — if not fully understood — terms and it represents a popular and rather common technique for potentially passing significant wealth amongst generations... Read More...
Posted: Nov 14, 2016
Now that we are well into the final quarter of the year, it’s time to think ahead to what is approaching taxpayers in just few short months. At this time every calendar year, the various government agencies release updated figures for a range of... Read More...
Posted: Oct 25, 2016
In June of this year, Microsoft announced plans to acquire LinkedIn for $196 per share in an all cash deal. This is great news for LinkedIn shareholders and this is only one of 32,203 M & A deals announced during 2016 which total value estimated... Read More...
Posted: Jul 25, 2016
Even at the ripe old age of 100, the Federal Estate Tax – also affectionately known as the ‘death tax’ – is still steeped in controversy.  When it was first instituted in 1916 during the height of World War I, it was seen by... Read More...
Posted: Apr 26, 2016
Since 1993, the federal government has incentivized investment in small businesses through favorable tax treatment in order to keep the economic engine running.  Those efforts have proven successful, as small businesses created nearly two... Read More...

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