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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...

Wayne Zell to Host Breakfast Briefing for Advisors

Wayne Zell will present a breakfast briefing to professional advisors at 7:45am on April 22, 2014 at the offices of Odin, Feldman and Pittleman, P.C., on recent estate and small business tax proposals and how it may affect you and your clients.  To register or for...

Maryland to Increase Estate Tax Exemption

On March 20, the Maryland Senate voted to increase the lifetime estate tax exemption from $1 million per person gradually to match the federal exemption ($5.34 million in 2014).  This follows passage of  similar legislation by the Maryland House on March 7.  The...

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...