January 2011
Estate Planning Certainty and Opportunity in the 2010 Tax Act
Checkpoint Newsstand RIA Estate Planning Updates
Private Wealth Services Partners Alan Jensen and Josh Husbands authored a Checkpoint Newsstand RIA Estate Planning Updates article titled "Estate Planning Certainty and Opportunity in the 2010 Tax Act."
In the article, Mr. Jensen and Mr. Husbands examine several new tax and estate planning opportunities available in the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, which is scheduled to expire in 2013. Mr. Jensen and Mr. Husbands advise that clients take advantage of these very favorable tax provisions while they are available. There is no “one size fits all” panacea that applies in all cases, but there is more opportunity to engage in active, tax efficient planning than has been the case for many years, if not ever. To view the full article, please visit the link below.
In the article, Mr. Jensen and Mr. Husbands examine several new tax and estate planning opportunities available in the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, which is scheduled to expire in 2013. Mr. Jensen and Mr. Husbands advise that clients take advantage of these very favorable tax provisions while they are available. There is no “one size fits all” panacea that applies in all cases, but there is more opportunity to engage in active, tax efficient planning than has been the case for many years, if not ever. To view the full article, please visit the link below.