Have you had to eliminate jobs, sell a business or assets to pay or plan for the death tax?

Make the difference! Help Repeal the Estate Tax.

Investment Solicitations Policy

Since we receive numerous requests every day to consider investing for our clients, we have developed a submission policy that is outlined below.

Send a brief write up of the investment opportunity with any significant material to our office for review with an indication on the envelope that it is an investment solicitation. If upon review we determine that we would like to meet to discuss or get further information, we will contact you by email or phone. Do not send blind emails or call, as it is impossible for us to respond to all requests. If you are going to be in our area and you would like an opportunity to meet us in person, please send an email with a “REQUEST TO MEET” in the subject line and we will respond if we are interested and available to meet.

 

Listen to what the public is saying about estate taxes.

House Plans for Permanence over Temporary Freeze

October 23, 2009

Good news! On October 22, House Ways and Means Committee Chairman Charles Rangel (D-NY) publicly reported that his committee is preparing legislation to permanently freeze the estate tax at current levels instead of opting for a one-year freeze that would force us to fight against an automatic 55% rate and $1 million exemption next year. In addition, we understand that the legislation is unlikely to include damaging revenue offsets, such as valuation changes that would tax estates on more than they are worth and adjustments to the minimum term for GRATs. Legislation could be on the House floor as soon as the first week of November.

Policy and Taxation Group continues to work to ensure the House and Senate both move estate tax reform that provides certainty and permanency without increasing the burden on families. We hope both chambers act soon and proceed to conference to achieve the maximum relief possible this year.

 

   
 

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