Year End Charitable Giving

As a follow-up to yesterday’s post, we are including some additional year-end planning reminders relating to charitable giving. It’s that time of year again when you either donate your money to charity or turn it over to the government. To ensure your gifts are deductible in 2009, keep in mind the following general tax tips: Timing […]
Read More

Jeffrey Burr Attorney, David Grant, to Present at First Annual Southwest Tax Conference

  Jeffrey Burr’s director of Estate Planning, David Grant, presented a session on Grantor Trusts during the Nevada Society of CPA’s first annual Southwest Tax Conference (for more info on the conference, click here: http://www.nevadacpa.org/Tax_Conference/Tax_main.htm). Mr. Grant’s presentation addressed the commonly used estate planning vehicle known as the grantor trust. Grantor trusts are powerful income and […]
Read More

Estate Tax Legislation Passed By the House

Since our last post, there has been some movement on the Estate Tax Reform front. On Thursday, December 4, with no Republican support, the House passed the Pomeroy bill providing a permanent extension of 2009 law (225 – 200. click here for a breakdown of the votes: http://politics.nytimes.com/congress/votes/111/house/1/929. As a reminder, the Pomeroy Bill is […]
Read More