Tag Archives: generation

Rich Passing Up $10 Million Opportunity to Gift Tax-Free

Bloomberg. Jul 13, 2012. By Margaret Collins. John Glass expanded his family business to more than 90 employees from seven workers over four decades. Last year, U.S. tax laws prompted him to gift about $2 million of company stock to …

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IRS Announces Efforts to Help U. S. Citizens Overseas Including Dual Citizens and Those with Foreign Retirement Plans

IRS Release: IR-2012-65, June 26, 2012. WASHINGTON — The Internal Revenue Service today announced a plan to help U.S. citizens residing overseas, including dual citizens, catch up with tax filing obligations and provide assistance for people with foreign retirement plan …

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London Calling: Should You Retire Overseas?

Nasdaq. June 20, 2012. By Joseph R. Hearn. Raise your hand if you’ve ever made it through a particularly stressful day at the office by doing a Google image search for “Tropical Island.” Me too. In fact, if I type …

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Debunking the Pre-nup Myths

WealthManagement.com. Jun. 12, 2012. Arlene Dubin. Make sure your clients don’t say “no” to these agreements based on incorrect assumptions Pre-nuptial agreements are increasingly becoming an important part of estate planning. But, your clients may be resistant to the idea …

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