Act Now to Take Advantage of a Tax-Saving Opportunity

Legislation in effect until December 31, 2012 makes the present a particularly important time for tax planning.  In late 2010, Congress passed and the President signed into law the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010...

“Exceptional” Estate and Gift Tax Planning Opportunity for 2011 and 2012

Last night was a very interesting evening. As the guest of my good friend Dennis Rosa, a wealth manager at Morgan Stanley Smith Barney, I attended Morgan Stanley’s annual gift to the Northeast Florida community of bringing Andy Friedman to town.  Andy...

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