Tax planning ideas for individuals, businesses, estates and trusts, Ideas for building an extraordinary business, News about Financial Insider Weekly television series episodes
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This week’s interview on Financial Insider Weekly is with Craig Martin, CFP(R) of The Family Wealth Consulting Group. Our interview subject is, “The role of the fee-only financial planner”.
Tags: fee, financial, only, plan, planner
This week’s interview on Financial Insider Weekly is with attorney Naomi Comfort of The Silicon Valley Elder Law Group. Our interview subject is, “Durable Powers of Attorney”.
This week’s interview on Financial Insider Weekly is with Peggy Martin, CLU, ChFC of The Family Wealth Consulting Group. Our interview subject is, “The role of life insurance in estate and financial planning”.
This week’s interview on Financial Insider Weekly is with Scott Haislet, attorney and CPA. Our interview subject is, “Irrevocable Life Insurance Trusts”.
This week’s interview on Financial Insider Weekly is with attorney John Hopkins of Hopkins & Carley. Our interview subject is, “Succession planning for a family business”.
Tags: business, family, plan, succession
This week’s interview on Financial Insider Weekly is with attorney Michael Desmarais. Our interview subject is, “Estate planning for second marriages”.
Tags: estate, marriage, plan, second, Tax matters
This week’s interview on Financial Insider Weekly is with attorney James V. Quillinan of Hopkins & Carley. Our interview subject is, “Estate planning with temporary changes for 2011 and 2012″.
Tags: estate, plan, Tax matters
2011 might be your last chance to position yourself for long-term capital gains eligible for the 15% maximum federal tax rate for long-term capital gains. In addition, the 3.8% Medicare tax on investment income when adjusted gross income exceeds $200,000 for singles and $250,000 for married filing joint returns enacted as part of the Health Care Reform legislation will also become effective after 2012, so the maximum long-term capital gains rate for high-income taxpayers is scheduled to be 23.8%.
The Bush tax cuts, which were extended to 2011 and 2012 are scheduled to expire after next year.
Tags: 2011, capital, gain, plan, Tax matters
This week’s interview on Financial Insider Weekly is with William Mahan, attorney at law. Our interview subject is, “Tax considerations of how you hold title to property”.
If you have a very large estate, say exceeding $10 million, you should meet with your tax advisor and estate planning attorney to discuss whether you should make big gifts during 2011 or 2012, which assets are good candidates for gifts, and how they should be transferred.
Tags: estate, gift, plan, Tax matters