Preserving Wealth

July 17, 2015
• Selected Basis Versus Capital Issues

December 29, 2014
• Expiring Tax Provisions May Be Extended
• Portability of Estate Tax Exemption

December 12, 2013
• 2013 End of Year Tax Planning

January 10, 2013
• 2013 Tax Changes

July 24, 2012
• Tax Planning Opportunities
• Estate Planning for 2012

July 7, 2011
• Social Security Options and Consequences

July 23, 2010
• The Estate of Litchfield v. Commissioner: The Discount Debate Continues

December 3, 2009
• Cash for Clunkers Continuation?
• Personal Exemption Phase Outs
• Small Business Owner Benefits

September 9, 2008 – ESOP
• Valuation of Employee Stock Option Plans