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Tag Archives for: "tax planning"

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End of Year Planning Starts Now

By Metz Lewis Brodman Must O'Keefe
In Tax and Estate Planning Posted September 16, 2020

So far 2020 has been filled with great uncertainty. However, two things are certain through the end of 2020 – (1) we know the tax rules and the planning implications for individuals, and (2) we [...]

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Charities Could Still Benefit

By LeRoy L. Metz, II
In Tax and Estate Planning Posted June 19, 2019

Pennsylvania taxpayers have for many years been able to give money to a qualifying charity and get a credit against state income taxes for at least 75% of the gift under the Pennsylvania [...]

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Achieving a Better Life Experience (ABLE) Account

By Larry S. Blair
In Tax and Estate Planning Posted November 14, 2018

 A little-known planning technique may provide assistance to individuals with disabilities (the onset of disability must have occurred before turning age 26). In 2018, total contributions up to [...]

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IRS Reviewing Post – 2015 Tax Regulations (Part 2 of 2)

By Matthew D. Rak
In Tax and Estate Planning Posted October 10, 2017

Part 1 of this blog post (available here), summarized eight tax regulations identified by Treasury Secretary Mnuchin as needing simplification or being particularly burdensome to the taxpayer. On [...]

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Practical Tax Management for Parents and Grandparents of Young Adults (1 of 3)

By Matthew D. Rak
In Tax and Estate Planning Posted August 24, 2017

In tax planning and wealth management, professionals focus on managing capital gains tax liability. Common tools employed in this pursuit include loss harvesting and charitable gifting of [...]

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IRS Reviewing Post – 2015 Tax Regulations (Part 1 of 2)

By Matthew D. Rak
In Tax and Estate Planning Posted July 31, 2017

President Trump issued Executive Order 13789 on April 21, 2017 (the “EO,” available here) directing the Secretary of the Treasury to review all “significant” tax regulations issued after December [...]

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Roth IRAs for High Income Taxpayers

By Matthew D. Rak
In Tax and Estate Planning Posted May 5, 2015

By way of background, a Roth IRA is a retirement plan where the funds contributed to the plan do not qualify for an income tax deduction, but are also not taxed upon withdrawal.  On the other [...]

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Current Tax Planning Opportunities with Oil, Gas, and Other Distressed Assets

By Matthew D. Rak
In Tax and Estate Planning Posted April 21, 2015

Acting boldly when others are meek can result in very effective estate tax planning.  It seems counter-intuitive, but the recent halving of oil prices and a similar bloodletting in natural gas [...]

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The Value of Lifetime Trusts

By Steven H. Seel
In Tax and Estate Planning Posted November 10, 2014

Lifetime trusts offer families both tax and non-tax benefits.  Careful drafting of lifetime trusts allows greater-than-expected flexibility to address unexpected future circumstances. Tax [...]

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