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The Federal and Gift Estate Tax Exemption Has Changed: But not in Massachusetts

Feb 19, 2019 | by Brendan King, Estate Planning, Gift Tax, Tax Planning for Individuals

By Brendan T. King This is the first year that taxpayers will file income taxes under the Tax Cuts and Jobs Act of 2017. When the legislation was announced, it included a change to the Federal estate and gift tax exemption. While the change was a welcome one, it does...

Keeping Tabs on the Trump Administration & GOP Tax Reform Plan

Mar 9, 2017 | by Linda Cammuso, Tax Planning for Businesses, Tax Planning for Individuals, Tax Reform

By: Linda T. Cammuso: President Trump unveiled an ambitious tax cut reform plan soon after his inauguration. As of early March, we have learned that passage within the first one hundred days of his presidency is remote. While the very idea of the tax package is...

Funding: A Vital Step in the Estate Planning Process

Jan 28, 2014 | Asset Protection, Estate Planning, General, Long Term Care Planning, Special Needs & Disability Planning, Tax Planning for Individuals

Often, after having signed their estate planning documents, clients convey the relief they feel at having finalized their documents.  While signing your estate planning documents is undeniably important to the estate planning process, an equally important step of the...

IRS Clarifies DOMA Impact on Federal Tax Matters

Oct 31, 2013 | Tax Planning for Individuals

In the wake of the U.S. Supreme Court DOMA ruling in US v Windsor, many questions were raised about the effect on specific Federal laws and programs. The ruling opens the door to spousal status and benefits under Social Security, the Veterans Administration, federal...

U.S. Supreme Court Overturns DOMA

Jul 11, 2013 | by Linda Cammuso, Tax Planning for Individuals

By Linda T. Cammuso In a highly anticipated ruling the U.S. Supreme Court declared portions of the Defense of Marriage Act (DOMA) unconstitutional. The provision of DOMA defining marriage as a union between one man and one woman was struck down and held to deny...

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