Monthly Archives: December 2011

Overview Every tax proposal looks hauntingly similar with respect to the estate and gift tax. Each proposal seems to suggest a reduction in the estate and gift tax exemption of $5 million per taxpayer to $1 million per taxpayer along … Continue reading →

Overview Qualified retirement plans are excellent investment vehicles that provide a taxpayer with the ability to make pre-tax contributions into a pension plan and allow the investment earnings to grow on a tax deferred basis. Investment accounts grow quickly when … Continue reading →

Statutory employees with W2 income have fewer tax planning tools at their disposal than business owners. Generally W2 employees are pretty limited in their available tax deductions – (1) Home mortgage interest taken on Schedule A (2) Salary deferral into a employer’s 401(k) plan … Continue reading →

We live in exciting times (an understatement)! Among other things, all of us are poised for such major changes to the tax system. It seems inevitable.  At a minimum, without an extension of the Bush tax cuts, high income earners … Continue reading →

Inaugural Post – Private Placement Life Insurance.