303.793.3400

Month: December 2014

December 23, 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…

Read More…

December 19, 2014

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…

Read More…

December 3, 2014

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…

Read More…

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”…

Read More…