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Death of a Death Tax: New Jersey Lawmakers End Estate Tax, Lower Sales Tax and Raise Gas Tax
News of the expected phase-out of New Jersey's estate tax — along with changes to federal estate tax laws in recent years — means that many New Jersey residents should consider simplifying their estate planning documents to eliminate outdated provisions designed to save state and federal estate taxes.
United States
14 Oct 2016
Panama Papers May Reveal That Cuba Used Off-Shore Entities To Circumvent US Embargo
The Miami Herald is reporting that the Cuban government used the Panamanian law firm Mossack Fonseca to create at least 25 corporations registered in the British Virgin Islands, Panama and the Bahamas.
United States
8 Jun 2016
What Founders Should Know About Tax Planning For An Exit
Founders who plan to sell their company invariably ask their tax advisers about the possibility of reducing the tax cost of the sale. When they do, founders invariably learn that a lot of factors affect the amount of tax they must pay, and when they must pay it.
United States
27 Jan 2016
Investment Assets In Corporate Separations
The recently issued Notice 2015-59 expresses significant concerns with the application of section 355 to certain corporate separations, including transactions that result in distributing corporation (distributing) or distributed corporation (controlled) having large amounts of investment assets.
United States
18 Nov 2015
The Laterals Audit: This Month's Tax Attorney Moves
Fox Rothschild recently welcomed tax and estate planning partner Sabina Bramlett to its Dallas office.
United States
5 Mar 2015
FINRA In 2015 – Wealth Events
FINRA’s 2015 Regulatory and Examinations Priorities Letter provides guidance regarding areas of focus in the "Sales Practice" for this year.
United States
13 Feb 2015
Portability And Tenancy By The Entireties Combine For Asset Protection Without Sacrificing Estate Tax Planning
Before portability became part of our estate planning vocabulary, planners seeking asset protection from tenancy by the entirety property ownership and federal estate tax minimization usually needed to choose between the two.
United States
28 Jan 2015
U.S. Trusts With Israeli Beneficiaries Now Taxable – What You Need To Know About The New Law And The Decisions That Must Be Made In 2014
Until 2014, Israel generally exempted from its income tax any trust that had been created by one or more of foreign persons, even though one or more beneficiaries were Israeli residents.
United States
24 Dec 2014
Israeli Beneficiaries Subject To New Tax
For the first time, U.S. (and other) foreign trusts with Israeli beneficiaries will be liable for a substantial income tax.
United States
2 Dec 2014
How Recent Changes To Pennsylvania’s Power Of Attorney Law May Impact You
A Pennsylvania Supreme Court case involving a severely injured woman’s hastily executed power of attorney used to select retirement benefits has led to a new state law intended to protect older residents, while also protecting those accepting the power.
United States
11 Nov 2014
Linda Rhone Enion was featured in The National Law Journal article, "Movers."
United States
16 Sep 2014
Fox Rothschild Nabs Tax Pro
Fox Rothschild has added Linda Rhone Enion as a partner in the firm’s Taxation and Wealth Planning Department.
United States
3 Sep 2014
A Matter Of Trusts: Benefactors, Heirs And Their Advisors
Edward Kabala was featured in CNBC's article, "A matter of trusts: Benefactors, heirs and their advisors."
United States
7 Aug 2014
Trustees Of Supplemental Needs Trusts: Do Not Take Your Duty Lightly
If Trustees of Supplemental Needs Trusts were not aware of their enhanced duty to the disabled beneficiary of these types of trusts, after Matter of J.P. Morgan Chase, they should be.
United States
26 Apr 2014
Foreign Bank Account Crackdown Continues With Government Hearings
The Permanent Subcommittee on Investigations held a hearing on ending offshore tax evasion.
United States
5 Mar 2014
What Is A Will Substitute For Pennsylvania Realty Transfer Tax Purposes? The Pennsylvania Supreme Court Provides Some Guidance In Miller V. Commonwealth
A recent decision by the Pennsylvania Supreme Court highlights the need for estate planners to consider issues that go beyond estate and gift tax planning when developing and implementing a client’s estate plan.
United States
27 Jan 2014
Hidden Advantages Of ESOPs As Alternative Succession Strategy
The next 10 to 15 years will pose some daunting and unique challenges for closely held business owners and their advisors, as it's no secret that baby boomers will be retiring in large numbers.
United States
6 Jan 2014
Firm Leaders Predicting Profit Growth In 2014, Survey Shows
Mark L. Silow was quoted in The Legal Intelligencer article "Firm Leaders Predicting Profit Growth in 2014, Survey Shows.
United States
6 Jan 2014
The Obama Care Tax Forms: Part I
Our partner in the Tax and Wealth Planning Group Owen Knopping recently sent us the first draft of the New Medicare Tax Form (#8959).
United States
23 Dec 2013
The New Pa. Inheritance Tax Exemption For Qualified Family-Owned Business Interests
On July 9, Gov. Tom Corbett signed House Bill 465 into law making numerous changes to the Pennsylvania tax law, including the inheritance tax.
United States
17 Oct 2013
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