Sentences with phrase «complex estate tax issues»

If all of this is being sorted out after the collector's death, the collector's estate may also be left entangled in very complex estate tax issues.

Not exact matches

Harbor might work, for example, with a company that owns and operates commercial properties and that regularly issues real estate securities like bonds or stock in a building, but which also needs to deal with complex legal stuff, like tax withholdings and minimum investor requirements.

It can also be a reasonable strategy if you are wealthy or have a generous employer pension, but in those cases the optimal approach can be complicated by the specific payout pattern of the pension or by complex tax and estate issues.

Keep in mind, however, that if you have a complex financial life that includes stock options, sophisticated tax planning, or estate planning issues, or if you value the ability to interact with a human advisor, a digital advisor may not be able to provide the personalized financial planning help you need.

Seeking advice on complex estate planning issues to pass along your bazillion dollar estate to your heirs and favored charities in the most tax - efficient manner

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.

Main areas of work: Our 1,000 + attorneys in 13 domestic and international offices practice across more than 30 areas, including corporate, finance, intellectual property, life sciences, litigation, real estate, and tax, provide clients a multi-disciplinary approach to their most complex legal issues.

Some of our more complex administrations include obtaining 9100 relief from the Internal Revenue Service (IRS); federal estate tax audits; filing, litigating and defending claims against an estate; paternity and adoption issues; selling luxury real estate; and settling business purchase agreements and winding up corporations.

Our lawyers have deep expertise in every aspect of complex tax matters including the related corporate, real estate and finance issues associated with successfully closing such transactions.

He has helped start - up businesses, resident and non-resident business owners and corporations with their tax affairs, and over the years, he has assisted numerous corporations and individuals with simple and complex tax and estate planning matters as well as tax amnesty and tax litigation issues.

He is a Certified Public Accountant and advises clients on complex tax and financing issues across a range of industries such as energy, healthcare, manufacturing, real estate and financial services.

Marina deals with the administration of estates including those with complex Inheritance Tax issues and international aspects.

Our aggressive, but efficient, litigation practice involves representing our clients in all matter of adversary proceedings and contested matters, including all manner of issues, from real estate to complex contract disputes, environmental issues, tax, securities and antitrust issues.

Her particular areas of expertise are wills, covering areas such as tax planning, providing for disabled beneficiaries and other complex or unusual circumstances, administration of estates, including high net worth cases involving agricultural and business property, deeds of variation and elderly client issues, including community care, asset protection trusts, powers of attorney and court of protection.

Perhaps unusually, in addition to our strong commercial, corporate and IP experience, we also have experience of advising sports clients in connection with regulatory, dispute resolution, employment and immigration, real estate and tax matters, and are well placed to assist our clients with complex multi-disciplinary issues.

Stokes McMillan Antúnez P.A. has extensive experience in administering complex estates and trusts, enabling us to assist clients in the most tax - efficient and beneficial ways to fulfill the terms of the particular will or trust at issue.

Represented a real estate investment company in connection with its joint venture related to the ownership and refinancing of a Manhattan office tower; advised client on complex transfer tax issues idiosyncratic to New York City commercial real estate transfers and the formation of a REIT for purposes of acquiring the property.

Because we fuse complex accounting expertise with legal and tax experience that is second to none, we at the full - service, statewide Las Vegas business and estate planning law firm of Ken R. Ashworth & Associates are ideally prepared for any forensic accounting issue.

The Sobeys deal was by no means a simple M&A transaction, it was a complex cross-border deal that spanned a range of legal issues from competition, tax and intellectual property to real estate, leasing and employment.

Work with a savvy adviser when you purchase coverage because estate planning and tax issues are complex, especially when you have a large estate.

It is sometimes advantageous to have these plan assets paid to trusts, but naming a trust as the beneficiary of such plan assets raises a number of complex income tax, estate planning and other issues.

There are several complex laws involved regarding estate tax and gift tax, so it is always a good idea to discuss certain legal issues with an attorney or CPA that specializes in those particular fields.

Complex cases with several special issues, such as multiple pieces of real estate, businesses, retirement and pension transfers, lump sum or periodic alimony, extensive debt, tax liability, college or special need expenses, as well as others, may cost more.

(These areas of knowledge may include but are not limited to: Children with special needs, children or adults with disabilities, personality disorders, LGBTQ issues, substance abuse issues, culturally diverse backgrounds, complex financial instruments, estate planning, and tax issues).

Members are increasingly involved in sophisticated real estate investment and asset management including acquisitions, development, leasing, selling, financing, tax deferred exchanges and complex estate and tax planning issues.

Things to consider: If buying and selling real estate, being the multifaceted situation that it is, finds itself sometimes even too complex for trained professionals in some situations, requiring the addition of other trained professionals such as lawyers, inspectors, insurance pro's, appraisers, land surveyors, tax specialists, financial planning and estate management people or companies, divorce specialists, grief counsellors, expert witnesses, construction people, builder issues, mortgage fraud professionals, banking backup people, ex pat and non-resident specialists, immigration rules and regs, investment counsellors, to help unravel oddities and eventualities, just imagine the Rubik's cube the journey represents to the average, unrepresented buyer or seller, perhaps even ones in the midst of it while trying to digest a purchase or sale, going through a divorce or dealing with a grieving relative, due to a death in the family, even more especially where English is not that individual's first language.