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.

Update on Tax Increases Envisioned By Administration

As the President and Republican congressional leaders continue to dispute the inclusion of tax increases as part of a deficit reduction/debt limit extension package, as of July 4 it does not appear that harmful changes to estate tax policy are in the mix.

The President is seeking more than $400 billion in increased tax revenues to provide at least 1/5 of the deficit reduction targeted to accompany the debt limit extension. Among the tax increases envisioned by the administration:

  • Capping the value of income tax deductions for individuals above the 28% bracket ($293 billion)
  • Repealing the LIFO accounting method for federal taxes ($70 billion)
  • Removing tax incentives for oil and gas companies ($30 billion)
  • Treating carried interest of hedge fund managers as income ($21 billion)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

   
 

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