Sentences with phrase «aspects of tax planning»

Prior to practicing law, Paul served as a tax professional for BDO Seidman, LLP, representing businesses and individuals in all aspects of tax planning, compliance, and controversy at the federal, state, and local levels.

As with all other aspects of tax planning, taxpayers should always think of a minimum of a two - year horizon.

Like just about every aspect of the tax plan, these measures would fall hardest on people who lived in high - cost, high - tax areas.

Not exact matches

Venture capitalist Keith Rabois, who is also executive chairman of real estate platform OpenDoor, praised this aspect of the GOP's tax plan on Twitter (although he was not pleased with the rest of the bill):

Robo - advisors use the same software as traditional advisors, but usually only offer portfolio management and do not get involved in more personal aspects of wealth management, such as taxes and retirement or estate planning.

While Democrats call the plan a boon to the rich, some aspects of the plan — mainly the elimination of state and local tax deductions — will mean a tax hike for certain high - income earners.

As the details of this plan become known, and as the political response builds from people who fear their taxes will be raised, and as they build a coalition with special interests who would lose out from other aspects of the proposal (like investors who do not like the proposed limitation on the deduction of business - interest expenses), this plan will become an enormous liability.

Robo - advisors use the same software as traditional advisors based on Modern Portfolio Theory, but usually only offer portfolio management and do not get involved in more personal aspects of wealth management, such as taxes and retirement or estate planning.

Create a retirement plan that considers every aspect of planning for retirement, including tax strategies, we can help guide you.

Carlos emerged with both Excel Tax & Wealth Group and MVP Wealth Management Group which both handle all aspects of wealth management and long - term planning.

Bloomberg Markets Radio had Tax Leader Joseph Perry on the show to discuss aspects of the new tax reform plTax Leader Joseph Perry on the show to discuss aspects of the new tax reform pltax reform plan.

The budget calls for tax reform that largely mirrors the House GOP's «Better Way» plan, though it does not mention much of the aspects that would pay for the changes in «Better Way» or other ways to make up for the revenue loss from the rate reductions it calls for.

Scottish Labour leader Jack McConnell has attacked the SNP's plans to replace the council tax with a local income tax, branding aspects of it «scandalous».

Several people familiar with the planning for the fund - raiser said the cancellation was designed to punish Mr. Zeldin, who not only voted against the bill but was outspoken about one aspect: the elimination of the federal deduction for state and local taxes, which particularly impacts high - tax states like New York.

Mayor Bill de Blasio was in attendance for Cuomo's speech and, in a news conference afterward, praised certain aspects of it, such as Cuomo's promise to fight the federal tax overhaul, while taking a wait - and - see approach as the governor still did not unveil a congestion pricing scheme, and outlining a few of the city's top priorities for the upcoming state budget, like more funding for the mayor's plan to extend pre-school to all three - year - olds.

And by involving your children in tax decisions and preparing tax returns when they reach the appropriate age, you can teach them about this important aspect of lifelong financial planning.

Jason Heath, a fee - only financial planner with Objective Financial Partners, says robo - advisors are a great choice for young investors who only require portfolio management for a specific savings goal and don't need to get into the more personal aspects of wealth management such as taxes and retirement or estate planning.

Carlos emerged with both Excel Tax & Wealth Group and MVP Wealth Management Group which both handle all aspects of wealth management and long - term planning.

Getting the best mortgage plans for the situation and making sure all the aspects of home ownership such as property taxes and are understood can help millennials plan for retirement.

Some financial planners assess every aspect of your financial life — including saving, investments, insurance, taxes, retirement, and estate planning — and help you develop a detailed strategy or financial plan for meeting all your financial goals.

At lower right, choose from among 137 calculators covering various aspects of mortgages, auto loans, investments, student loans, taxes, retirement planning and more.

I think the tax aspect of planning is really important.

Since then a lot of insurance firms have been promoting the tax - free or LTCG tax free aspect of ULIPs / unit - linked insurance plans.

Another aspect of spousal planning is federal estate tax planning; however, its separated here because a living trust can also be a kind of «conductor» for assets as needed to minimize estate taxes for unmarried people.

The consideration of tax implications is the most ignored aspect of nearly any investment plan.

It is very important to cover all aspects of your split dollar plan in detail, because a poorly conceived plan can be «unwound» under the IRS rules and this can lead to major tax consequences for the estates of either the employer or employee.

Sukhminder's trust and estate practice focuses on working with clients and their families to address all aspects of estate planning and ensuring a smooth succession, including complex tax, estate, and family issues.

Real Estate: Expertise in all aspects of real estate sector work including: premium real estate investment, M&A, development and leasing advice, sale and leasebacks, joint ventures, real estate funds, financing and tax, real estate investment trusts, construction advice, planning / zoning law, policy and practice, rent review, public procurements and PPP and real estate - related disputes.

I have seen other legal blogs that sometimes touch on the business, estate - planning and tax aspects of family - owned businesses, but this is the first I've seen devoted exclusively to their internal legal disputes.

You will receive the benefit of our team having years of expertise and experience to deal with the most complex of situations and, in addition, we can draw on advice from our employment, wills and tax planning and real estate dispute teams to ensure that you receive full support in all aspects of the transaction.

When happy couples start planning the more romantic aspects of their lives together, they should also pay attention to the more pragmatic details, since marriage is also a business relationship: you're combining your assets, housing, even taxes, with your spouse.

We also work very closely with solicitors who specialise in estate planning, tax and administration allowing you access to a complete service offering covering every aspect of probate.

Irwin Mitchell has a specialist team comprising corporate, finance, tax and employment lawyers, who can provide expert advice on all aspects of succession planning for SME owners.

Private client lawyers advise wealthy families, individuals, trustees and fiduciaries on all aspects of estate planning, including asset management, tax planning, wills and trusts, charitable contributions and various types of estate litigation.

Mr. Cohen's practice includes representing U.S. and foreign clients in all aspects of domestic and international tax planning and controversy matters.

They have intimate knowledge of the local environment and understand the unique aspects of distribution networks, government procedures, employee benefit plans and environmental laws, as well as tax, customs and legal systems.

He undertakes all aspects of private client work and advises a broad range of domestic and international clients on their succession and tax planning affairs.

He also handles all aspects of client financial, family and tax matters, including gift and tax planning, and corporate tax matters.

He advises clients on tax planning and implementing the corporate and commercial aspects of such planning.

Anika regularly advises both public and private companies on the company law, tax law, securities law, employment law and regulatory law aspects of implementing and operating share plans both in the UK and globally.

Advising multinational clients on the employment, tax, securities and regulatory law aspects of operating its share plan in several jurisdictions.

Hamilton advises on all aspects of UK and international commercial tax matters, including tax planning -LSB-...]

Robert is involved in planning and advising clients in connection with the goods and services tax, the harmonized sales tax, provincial sales tax, customs valuation, tariff classification and redeterminations, import / export restrictions, and various aspects of the North American Free Trade Agreement and other trade agreements to which Canada is a party.

Wealth Management: counsels multiple generations of domestic and international families on all aspects of wealth management, including development and implementation of estate planning strategies designed to minimize taxes and preserve family wealth.

James Montgomery's diverse practice encompasses the tax aspects of business transactions, exempt organization operations, compensation and employment matters, and trust and estate administration and planning.

He has extensive experience in all aspects of Private Client work, advising both UK and international clients on Wills and succession planning, all aspects of onshore and offshore trusts and personal UK tax planning.

Her practice focuses on all aspects of taxpayer representation and tax litigation and also includes tax planning for not - for - profit organizations, and charities.

Tax planning and tax restructuring, legal advice on all aspects of taxation in the Russian Federation and other European countrTax planning and tax restructuring, legal advice on all aspects of taxation in the Russian Federation and other European countrtax restructuring, legal advice on all aspects of taxation in the Russian Federation and other European countries

The chambers provides litigation services, advice and legal opinions on any aspect of the laws of Mauritius, international tax planning, domestic taxation, import and export services, all cross-border transaction, hotel industry and construction law, international investments, international trusts law.

All UK tax aspects of corporate transactions from tax structuring through to implementation and post-acquisition integration as well as general corporate tax planning and advisory services.