Tax, Real Estate, Corporate & Estate Planning
Get Started 800.761.0432
High-Caliber Representation We take pride in providing the breadth of legal representation you need.
Featured Article
Plan Around the Medicare Tax on Investment Income
Plan Around the Medicare Tax on Investment Income

T he 3.8% Medicare tax on net investment income took effect a few years ago. It only affects higher-income individuals, but that can include anyone who happens to have big one-time taxable income or gains in one year. This article covers some planning strategies that ...

Read More
Recent Posts
  • Plan Around the Medicare Tax on Investment Income

    T he 3.8% Medicare tax on net investment income took effect a few years ago. It only affects higher-income individuals, but that can include anyone who happens to have big one-time taxable income or ...

    Read More
  • Dynasty Trust Provides a Bridge to Keep on Giving

    With a properly executed estate plan, your wealth can be enjoyed by your children and even their children. But did you know that by using a dynasty trust, you can extend the estate tax saving benefits ...

    Read More
  • Estate Planning for Singles: Current Tax Rules May Dictate Changes

    Legislation enacted a few years ago made permanent changes to the federal estate and gift tax rules. Specifically, here are the significant estate changes in the American Taxpayer Relief Act: What is ...

    Read More
  • Should You Revoke Your Will?

    L et's say you executed a will years ago but you would like to make changes to it to reflect your current situation. Perhaps you got married, divorced, became a parent, sold a business or experienced ...

    Read More
  • Low Tax Rates Provide Opportunity to 'Cash Out' with Dividends

    Under current tax law, the federal income tax rate for C corporations is a flat 21%. Under prior law, C corporations faced a graduated federal income tax-rate schedule with a maximum effective rate of ...

    Read More
  • Joint Returns: Spouses Are Guilty Until Proven Innocent

    When you got married, you knew it was for "better or worse." But you might not know about laws that hold you responsible if your spouse cheats on a tax return. "Innocent" versus "Injured" Spouse If ...

    Read More