Notice:


Corporate Transparency Act will affect business owners starting January 1, 2024.
  • Family Investment Companies Are Fantastic!

    Posted:

    As a practicing lawyer for over 30 years, I am well aware of the many benefits associated with limited liability companies (LLCs). But the secret is out and LLCs are becoming the entity of choice for many new businesses.

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  • Proposed Legislation

    Posted:

    This past Monday a group of Senate Democrats proposed legislation to eliminate the so-called step-up in basis at death for capital assets such as stocks, real estate and businesses, and instead to tax unrealized capital gains at death...

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  • Preparing for Higher Interest Rates

    Posted:

    President Biden and many of his Democratic colleagues in Congress have pledged to significantly reduce the amount that can be transferred to family and friends tax free by gift or inheritance. Low interest rates create an excellent opportunity to lessen, or even eliminate the taxes imposed on...

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  • Your Death Could Be More Taxing

    Posted:

    Yesterday Attorney Maureen O'Leary appeared on The Market Commentator podcast. Maureen joined her former law partner Andy Willms to talk about Democratic proposals to raise the estate and gift tax rate.

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