Searching Content by Lisa Roberts-Mamone ordered by Published Date Descending.
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The Future Of The Estate Tax; Depressed Values And Low Interest Rates Create Gifting Opportunities
Change is coming. Last week's election of Barack Obama and solidification of Democratic majorities in the House and Senate make federal transfer tax (estate, gift, and generation-skipping tax) reform almost a certainty for 2009.
United States
13 Nov 2008
Ohio´s New Residency Requirements For Individual Income Tax Purposes
On December 14, 2006, the Ohio General Assembly passed Sub. H.B. 73, which changed Ohio's residency requirements for Ohio income tax purposes (the so-called "snowbird" rules). Outgoing Ohio Governor Bob Taft signed the bill into law on January 2, 2007.
United States
21 Jan 2008
Important Changes To Ohio And Florida Trust Laws
Ohio and Florida have made significant changes to their respective trust laws by enacting the Ohio Trust Code ("OTC") and Florida Trust Code ("FTC").
United States
23 Oct 2007
Family Offices Not Exempted from Hedge Fund Registration
The Securities and Exchange Commission ("SEC") on December 8, 2005, issued a no-action letter relevant to all family offices. In the no-action letter, the SEC (among other things) declined to adopt a complete exemption for family offices that advise "private funds."
United States
10 Jan 2006
Recent Developments in Family Wealth Taxation
Current law provides for the repeal of the federal estate tax only for persons dying in 2010. Members of Congress have, for some time, been both negotiating and introducing competing bills with changes ranging from a complete and permanent repeal to increased estate tax exclusions and reduced rates.
United States
6 Dec 2005
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