Latest Blog Posts

Does the Health-Care Reform Law Apply to You?

Posted on: October 29th, 2013
Beginning in 2014, the mandatory health insurance coverage provisions of the Patient Protection and Affordable Care Act (ACA) go into effect. But the law does not require everyone to have health insurance, nor are all of the coverage requirements applicable to all types of health insurance....

Famous People Who Failed to Properly Plan

Posted on: October 29th, 2013
It's almost impossible to overstate the importance of estate planning, regardless of the size of your estate or the stage of life you're in. A close second to the need to plan your estate is getting it done correctly, based on your individual circumstances. ...

Veteran Opportunities with Aid & Attendance Benefits

Posted on: October 29th, 2013
What is Aid & Attendance? Aid and Attendance is a "special monthly pension" available to wartime veterans or surviving spouses of wartime veterans....

Health-Care Reform: Looking Back and Ahead

Posted on: April 18th, 2013
Three years ago, on March 23, 2010, President Obama signed the Affordable Care Act (ACA) into law. While several substantial provisions don't take effect until 2014, many of the Act's requirements already have been implemented, including:...

New Private Letter Ruling Breathes Life into Nevada Incomplete Gift Non-Grantor Trusts

Posted on: April 18th, 2013
PLR 201310002 (released March 8, 2013) is great news for taxpayers wishing to use a very powerful tax-planning strategy. Taxpayers in high tax states with large unrealized capital gains or a regular stream of ordinary income from an investment portfolio have always wanted to find a way to eliminate or minimize their state tax exposure without giving up the economic benefit of the underlying assets. Over time, such a strategy could produce dramatic results. ...

Net Unrealized Appreciation: The Untold Story

Posted on: March 17th, 2013
If you participate in a 401(k), ESOP, or other qualified retirement plan that lets you invest in your employer's stock, you need to know about net unrealized appreciation--a simple tax deferral opportunity with an unfortunately complicated name....