Possible PPP Legislation & 1099-B

The Inflation Reduction Act Passed the House and Senate! Ron Cohen Episode 25

Possible PPP Legislation:
https://www.bloomberg.com/news/articles/2020-05-26/hoyer-says-house-and-senate-close-on-ppp-loan-extension

Form W-4P
https://www.irs.gov/pub/irs-pdf/fw4p.pdf

IRS Notice 2020-3
https://www.irs.gov/pub/irs-drop/n-20-03.pdf

Where Can You Find the World’s Best Tax Havens?

Where Can You Find the World’s Best Tax Havens?

Where Can You Find the World’s Best Tax Havens? What’s your next vacation location: the Caribbean Tahiti, Bermuda, Belize, the Virgin Islands, or perhaps the Cayman Islands? These are all great choices and many of the world’s wealthiest individuals not only get to travel to these exotic locations on a regular basis, but many of…

Enjoy Them While They Last: End of Bush Tax Cuts Could Throw U.S. into Deeper Recession

Enjoy Them While They Last: End of Bush Tax Cuts Could Throw U.S. into Deeper Recession

Enjoy Them While They Last: End of Bush Tax Cuts Could Throw U.S. into  Deeper Recession A few Senate Democrats recently made noise over ending the Bush Tax Cuts in January 2011 given the country’s economic prospects. Although many people have predicted that the end of the Bush Tax Cuts is a foregone conclusion, a…

Trusts for Children

Trusts for Children

Trusts for Children There is a new message that the very wealthy are delivering to their children, a message heard more and more often. And it is a message that could just as well be delivered to the children of parents with somewhat more humble accumulations of assets. To state it bluntly, the message is:…

Estate Planning for Highly Appreciated Stocks

Estate Planning for Highly Appreciated Stocks

Estate Planning for Highly Appreciated Stocks Despite the market reversals of 2000-2001, large unrealized gains still reside in many longheld stock portfolios built up during the record 1982-1999 expansion. How do such assets fit into an estate plan? Advantages over estate transfers Many estate plans include a program of regular gifts. From a tax perspective,…