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Article-2766

September 18, 2014 | When LLC Members Pass Away: What Are Executor Rights?

When LLC Members Pass Away: What Are Executor Rights?

A recent case highlights some of the questions surrounding the situation mentioned in the title. According to the default rule in New York, the death ...

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Article-2762

September 17, 2014 | When to Use a Family LLC

When to Use a Family LLC

Most people have heard about LLCS, but you might not be aware of the best situations to use them when it comes to your family. ...

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Article-2757

September 16, 2014 | Self-Employment Tax and K-1 Income: What You Need to Know

Self-Employment Tax and K-1 Income: What You Need to Know

What happens if you receive a K-1 from an LLC and there are self-employment earnings listed on line 14? Are you responsible for reporting those ...

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Article-2755

September 16, 2014 | Self-Employment Tax and K-1 Income: What You Need to Know

Self-Employment Tax and K-1 Income: What You Need to Know

What happens if you receive a K-1 from an LLC and there are self-employment earnings listed on line 14? Are you responsible for reporting those ...

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Article-2750

August 29, 2014 | Don’t Make This Mistake With Digital Assets

Don’t Make This Mistake With Digital Assets

As virtual currencies like Bitcoins become more popular, even the IRS has recognized the possible value in these assets. As the owner of any kind ...

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Article-2747

August 28, 2014 | Doctors & Gun Collectors: How to Plan for Special Assets

Real Estate Owners, Doctors & Gun Collectors: How to Plan for Special Assets

In many cases, and especially for business owners, there are assets in an estate plan that require special consideration. For example, a company that requires ...

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Article-2739

August 27, 2014 | Will You Be Impacted by the New Jersey Death Transfer Tax?

Will You Be Impacted by the New Jersey Death Transfer Tax?

When it comes to high-dollar decisions about estate planning, many people wrongfully believe they are not included because the federal tax exemption of $5.34 million ...

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Article-2735

August 26, 2014 | Especially For Those In N.J. & C.A.: Personal Tax Inversions to Avoid State Income Taxes

Especially For Those In N.J. & C.A.: Personal Tax Inversions to Avoid State Income Taxes

Take a look at the articles out there on either side of the issue and you’re likely to find compelling arguments for and against the ...

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Article-2731

August 25, 2014 | Robin Williams’ Trusts Call for Conversation About Trust Privacy

Robin Williams’ Trusts Call for Conversation About Trust Privacy

The loss of Robin Williams last week certainly sent ripples across the country, but it also highlights an important topic for your estate plans: privacy. ...

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Article-2728

August 22, 2014 | Back To School Tips: Important Documents for Parents of New College Students

Back To School Tips: Important Documents for Parents of New College Students

There’s no doubt that your mind is already pretty preoccupied with many different lists of supplies, last-minute shopping, and packing with your new college student. ...

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Recent Posts

The Bond Market Today: How Iran, Inflation, and Interest Rates Are Influencing Fixed Income

Geopolitical tensions and rising oil prices are influencing inflation expectations and interest rate outlooks. Explore how current bond market dynamics may affect investors. Global events ...

<p>The post The Bond Market Today: How Iran, Inflation, and Interest Rates Are Influencing Fixed Income first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Understanding Gift Tax Returns: What They Are, When to File, and What You Need to Know

Learn what a gift tax return is, when it must be filed, key tax implications, deadlines, and how adding children to assets may trigger reporting requirements. Understanding Gift Tax Returns: A Practical Guide for Individuals and Families Gift giving is often part of a ...

<p>The post Understanding Gift Tax Returns: What They Are, When to File, and What You Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Donor Advised Funds: A Strategic Tool for Estate Planning, Tax Efficiency, and Multigenerational Wealth

Learn how donor-advised funds can support estate planning, reduce tax exposure, and simplify charitable giving for high-net-worth individuals and families. Donor-Advised Funds: Aligning Philanthropy with Financial Strategy For individuals and families focused on long-term wealth stewardship, charitable giving is often more than an act of generosity—it’s a strategic component ...

<p>The post Donor Advised Funds: A Strategic Tool for Estate Planning, Tax Efficiency, and Multigenerational Wealth first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>