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 Passes Bill with GRAT Provision Included

Today the House passed a bill purported to help small business (HR 5486) that includes a provision limiting the use of grantor retained annuity trusts (GRATs). As you may remember, should the bill be considered on the Senate side, Senator Jon Kyl (R-AZ) has suggested he may offer an amendment to implement a version of the Lincoln/Kyl estate tax relief proposal. However, there is neither a timetable nor a clear path forward for the bill in the Senate, which remains bogged down in consideration of a controversial tax extender/Medicare measure.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

   
 

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