Recent Posts in the Estate Planning Category

• Pre-Immigration Tax Planning: Three Common Myths
  Sep 15, 2017
  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
  Sep 8, 2017
  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
  Jul 23, 2015
  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 ...
  Posted By Castro & Co.
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• How Super Works
  Jun 2, 2015
  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 ...
  Posted By Castro & Co.
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• 2014 Inflation Adjustments for Individuals Regarding International Tax Matters
  Jan 1, 2015
  The IRS recently published Revenue Procedure 2013-35, setting forth inflation adjusted items for tax year 2014. With regard to international tax ...
  Posted By Castro & Co.
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• Tax and Estate Tax Planning with Transfers to Soon-to-Pass Relatives
  Nov 5, 2014
  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 ...
  Posted By Castro & Co.
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