Zinner & Co. Participating in National Estate Planning Awareness Week
Firm news , Estates, Gifts & TrustsPosted by: Howard J. Kass, CPA, AEP®
Net Investment Income Tax for Trusts and Estates
capital gains , Taxes - Planning, Rules and Returns , Taxes - Individual , Estates, Gifts & TrustsPosted by: Robert O'Neil, CPA
Inflation Adjustments for 2014
Inflation , Taxes - Planning, Rules and Returns , Taxes - Individual , Retirement Planning & IRAs , Estates, Gifts & TrustsThe IRS recently announced 2014 inflation adjustments for several key tax provisions including the following:
Tax Partner Howard Kass is newly certified as an Accredited Estate Planner® by the National Association of Estate Planners & Councils, an organization focused on establishing and monitoring the highest professional and educational standards in the estate planning industry.
New 3.8% Medicare Tax on Net Investment Income: How Will this Affect YOU?
medical , Taxes - Individual , Estates, Gifts & TrustsPosted by: Barbara Theofilos, CPA
You've received an e-mail from a foreign lawyer telling you that a long-lost relative has died and that you are the only heir. You are entitled to millions from the deceased's estate. Can this be possible?
The IRS issued temporary and proposed regulations providing guidance on the requirements for electing portability of a deceased spouse's unused exclusion (DSUE) and the surviving spouse's use of the DSUE amount.
Do I Have to Issue a 1099-Misc for a Trustee or Executor Fee Paid by a Trust or Estate?
Estates, Gifts & Trusts , Ask the ExpertReporting trustee fees by a trust on a Form 1099-Misc is not required. The 1099-Misc is for payment of services performed in a trade or business by people not treated as employees.
Have Nagging Financial Questions?
