Articles
The Wealth Advisor - "Planning After 'Repeal' of the Federal Estate Tax"
From its inception, the 2001 tax act was scheduled to repeal the federal estate tax and generation skipping transfer tax (GSTT) for one year beginning January 1, 2010. Read about how we got here as well as some of the planning implications of no federal estate tax or GSTT for at least some part of 2010.
Strategic Planning in Divorce
Article written by Thomas T. Field featured in the Illinois State Bar Association's Trusts & Estates section newsletter.
The Wealth Counselor "Understanding the New Economic Stimulus Law"
On February 17, 2009, President Obama signed into law the $787 Billion American Recovery and Reinvestment Act of 2009 (ARRA). This new law, designed to stimulate the economy, contains numerous tax provisions that affect individuals and small businesses. This includes some provisions that may not apply to you personally, but may affect your parents, children, and/or grandchildren. The following is a summary of the key provisions for individuals and married couples.
The Wealth Counselor Newsletter- "The IRS 2009 Dirty Dozen"
The Internal Revenue Service recently issued its 2009 "dirty dozen" list of consumer scams and tax evasion schemes that it warns the public to avoid and that it is targeting in audit and enforcement. This issue of The Wealth Counselor discusses this list and identifies resources to assist practitioners and clients in avoiding them.
Media Contacts
Contact Sandra Napoli-D'Arco at (312) 621-9700.
