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Month: March 2014

Estate, Gift and GST Tax Proposals

In his recently released budget proposals, President Obama included may familiar challenges to advanced estate planning techniques as well as some new wrinkles designed to thwart creative planning for high net worth individuals and families.  Here is a brief summary...

Small Business Tax Proposals

Every year the President releases his proposed budget and every year the Treasury Department summarizes the tax provisions of the budget in its so-called “Green Book.”  For fiscal 2015, President Obama has proposed the following tax law changes that would affect small...