Category: Estate & Gift Tax Planning

Estate, Gift and GST Tax Proposals

In his recently released budget proposals, President Obama included may familiar challenges to advanced estate planning techniques as well as some new wrinkles designed to thwart creative planning for high…

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Maryland to Increase Estate Tax Exemption

On March 20, the Maryland Senate voted to increase the lifetime estate tax exemption from $1 million per person gradually to match the federal exemption ($5.34 million in 2014).  This…

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2d Quarter 2013 Tax Developments

Listen to Wayne Zell discuss tax developments in the second quarter of 2013. http://23.235.213.168/~bluepr23/wp-content/uploads/2013/07/2d-Q-2013-Tax-Developments.mp3Podcast: Play in new window | Download | Embed

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Listen to Part 2 of Podcast on U.S. v. Windsor

Listen to part 2 of Wayne Zell‘s podcast on the landmark U.S. Supreme Court case of U.S. v. Windsor and its positive impact on same-sex married couples. http://23.235.213.168/~bluepr23/wp-content/uploads/2013/07/POA7132013DOMApt2.mp3Podcast: Play in…

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Podcast on U.S. v. Windsor

http://23.235.213.168/~bluepr23/wp-content/uploads/2013/07/POA7132013DOMApt1.mp3Listen to Wayne Zell’s podcast of Supreme Court case of U.S. v. Windsor and its positive impact on same-sex couples. Part 1 of 2.   http://23.235.213.168/~bluepr23/wp-content/uploads/2013/07/POA7132013DOMApt1.mp3Podcast: Play in new window | Download |…

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