Tis the Season . . . to Gift (or Not)

We have discussed the 2012 tax-saving opportunity quite a bit here lately.  You can read previous posts here and here.  This article continues our conversation by providing our clients and readers a number of factors to consider when deciding whether to gift or not to...

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...

Florida Legislature Confirms Charging Order Exclusive Remedy for Multi-Member Limited Liabilty Companies

In the 2010 case of Olmstead vs. Federal Trade Commission, the Florida Supreme Court ruled that the  “charging order” was not the sole and exclusive remedy for a judgment creditor of a single-member limited liability company (“LLC”) (we...

“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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