Investors have an unprecedented opportunity to transfer wealth to future generations free of gift and estate taxes, provided they act before the end of 2012. By using a trust and taking advantage of unusual investment opportunities, the gifted assets can grow free of income taxes as well as estate taxes, providing an even greater legacy for heirs in future years. This white paper explains how investors can take advantage of this new opportunity . . .
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"Rothification" of retirement savings in the US- We've been telling audiences about this for 7 months. ow.ly/F84x30g1REQ
About 2 days ago from TheWashingtonUpdate's Twitter via Hootsuite
Big step taken tonight in Senate, passing budget. Begins the process towards tax reform.
About 3 days ago from TheWashingtonUpdate's Twitter via Hootsuite
Budget resolution close, but odds improving. GOP must pass in order to move on tax reform.
About 5 days ago from TheWashingtonUpdate's Twitter via Hootsuite
Healthcare-Potential bi-partisan agreement. Funds CSR subsides for 2 yrs, states get more flexibility. Can it pass? ow.ly/psBa30fWAYM
GOP tax framework calls for the repeal of the estate tax. Inter party disagreements showing, as we predicted. ow.ly/TMIn30fWdX9
About 6 days ago from TheWashingtonUpdate's Twitter via Hootsuite