Month: December 2014
IRS emails suggest scheme to subject political contributions to the gift tax
In a WSJ Capital Journal article, John McKinnon reports that the IRS emails produced after the IRS amazingly “found” the lost Lois Lerner harddrives…
Cromnibus extends IRA charitable deduction options
Late Tuesday, the Senate finally voted to extend a package of temporary tax breaks through the rest of the year. Already passed…
Update on reverse mortgages
In a recent WSJ.com Real Estate article, Anya Martin provides some current information on reverse mortgages. She notes that reverse mortgages give older…
Gun trusts continue to be important planning tools
In a recent WSJ Wealth Advisor post, Planners Use Gun Trusts to Smooth Firearms Transfer, Anna Prior discusses the growing use of “gun trusts”…