What Investors Should Know If Trump Cuts Capital Gains Taxes By: Barry E. Haimo, Esq October 8, 2020 As an investor, it’s always wise to keep an eye on Washington and make adjustments to your portfolio and annual tax planning accordingly. Recently, President Trump...
By: Barry E. Haimo, Esq. May 19, 2015 Is an Estate Tax Imposed by Both the Federal and State Governments? [BEGIN TRANSCRIPTION] In some states, you will pass away and be subject to both federal and state estate tax. However, in Florida, you will only be subject to...
Tax Planning in 2020: Four Tips for Big Savings By: Barry E. Haimo, Esq. April 2, 2020 You may feel like you just closed the books on last year’s filings, and here we are — the tax season is upon us again. Compared to 2019, preparation will likely run a bit...
By: Barry E. Haimo, Esq. December 27, 2018 Will Your Estate Plan Be Impacted by the New Tax Law? It’s Going into Effect This Year This is a big year in tax reform. The Tax Cuts and Jobs Act (TCJA) was passed last year, and taxpayers will feel its effects this...
By: Barry E. Haimo, Esq. May 19, 2015 Is an Estate Tax Imposed by Both the Federal and State Governments? [BEGIN TRANSCRIPTION] In some states, you will pass away and be subject to both federal and state estate tax. However, in Florida, you will only be subject to...
How the 2017 Tax Act Changes Estate Planning By: Barry E. Haimo, Esq. March 22, 2018 The 2017 Tax Act is a game-changer in many ways – and estate planning is no exception. Particularly if you have a large estate, you should revisit your plan to ensure it still...