SALT & Pepper
Offshore Voluntary Disclosure Program
March 12, 2013
Offshore Voluntary Disclosure Program – Yes you qualify. Wait, on second thought, no you don’t.
Read MoreLeaving S Corporation Stock to a Special Needs Individual
February 04, 2013
When a family member desires to make a gift to a special needs individual, a gift to a special needs trust for the benefit of the disabled person is the most effective way to make the gift without disqualifying the beneficiary from receiving government assistance
Read MoreEstate Planning After the Cliff: What You Need to Know
January 24, 2013
On January 2, 2013, President Obama signed the American Taxpayer Relief Act of 2012 (the "2012 Tax Act"), which retroactively extended most of the tax breaks for individuals that expired on January 1, 2013. Most significantly, the 2012 Tax Act eliminated the so-called "sunset provisions" of the Economic Growth and Tax Relief Reconciliation Act of 2001 and the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010, thereby allowing individuals and their advisors to engage in estate planning without the uncertainty caused by prior legislation.
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