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The Biggest Threats to Successful Estate Planning
Failure to plan is planning to fail. However, more pernicious than failing to plan, is having a poor estate plan. The reason for this is obvious, you ...
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Castro & Co.
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Protecting Your Children's Inheritance When You are Divorced
In the wake of a divorce many people’s most valuable assets are their retirements plan and their life insurance policies. Obviously, it is a good idea ...
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Castro & Co.
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Pre-Immigration Tax Planning: Three Common Myths
When the subject of pre-immigration tax planning comes up most people, including many practitioners, will mention their understanding that effective ...
Posted By
Joshua Scott Milam, J.D., LL.M.
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Estate of Powell: Valuation Discount Concerns and Other Takeaways
A new case from the Tax Court has practitioners considering the future of valuation discounts in estate planning. The Tax Court, in deciding Estate of ...
Posted By
Joshua Scott Milam, J.D., LL.M.
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14 Ways to Not to be Penalized for IRA Early Withdrawal
Withdrawals made from your retirement account ( e.g. , 401(k), 403(b), 457(b) IRA, SIMPLE IRA, etc.) before you have turned 59 ½ years old will ...
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Castro & Co.
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How Super Works
Super is shorthand for superannuation which is a means of saving for your retirement. Super money comes from your employer who is required by law to ...
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Castro & Co.
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2014 Inflation Adjustments for Individuals Regarding International Tax Matters
The IRS recently published Revenue Procedure 2013-35, setting forth inflation adjusted items for tax year 2014. With regard to international tax ...
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Castro & Co.
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Tax and Estate Tax Planning with Transfers to Soon-to-Pass Relatives
For introductory purposes for non-tax professionals, when an individual passes, the IRS treats any property they own as though it is sold with a basis ...
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Castro & Co.
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