Sentences with phrase «tax planning specialist»

Not exact matches

Tax specialists and policy makers speculate that a possible plan would allow a capped amount to be tax - free on the sale of your principal residence with any proceeds over this amount to be taxed as capital gains in your tax bracket at the time of saTax specialists and policy makers speculate that a possible plan would allow a capped amount to be tax - free on the sale of your principal residence with any proceeds over this amount to be taxed as capital gains in your tax bracket at the time of satax - free on the sale of your principal residence with any proceeds over this amount to be taxed as capital gains in your tax bracket at the time of satax bracket at the time of sale.

A few of last year's category winners are back, leading in the early nominations, including tax specialist Robert Sceales from Sceales & Co, insolvency practitioner Lee Christensen, who has changed partners during the year and now goes under the banner Christensen Vaughan, and environmental planning lawyer Tony van Merwjk from Freehills.

Tillerson's ethics agreement also helped him to avoid an immediate federal income tax bill of as much as $ 72 million, according to tax specialists who reviewed his plan at the time.

He is a Certified Specialist both in Taxation Law and in Estate Planning, Trust & Probate Law (The State Bar of California, Board of Legal Specialization) admitted to practice law in California, Hawai'i and Arizona (inactive), specializing in Federal and state civil tax and criminal tax controversy matters and tax litigation, including tax - related examinations and investigations for individuals, business enterprises, partnerships, limited liability companies, and corporations.

«A ruling by a Louisiana appeals court recently stated that the entire death benefit from a single premium annuity plan paid to the beneficiary named in that plan was subject to inheritance tax because it was part of the deceased annuity owner's estate,» says annuities specialist Steven Hart.

In tape - recorded conversations, Miller engages liberals and conservatives, Democrats and Republicans, big spenders and tax - cutters, politicians, professors and policy specialists — separately and together — in reflection on his proposals, eliciting more or less agreement with this or that plan.

The rush to get tax reform done in D.C. — particularly on the business side, where the most sweeping changes are planned — is alarming tax specialists who warn that new and unforeseen complexity, loopholes and glitches could come back to haunt tax collectors and taxpayers.

«They should know they're not just getting a free lunch,» says Sarah Kinnear, a senior tax and estate planning specialist at Investor's Group.

But with access to mortgage REIT American Capital Agency (NASDAQ: AGNC), midstream energy specialist Linn Energy (NASDAQOTH: LINEQ), and other high - yielding dividend stocks, you can use a Coverdell to get similar tax benefits that 529 plans offer while boosting your portfolio income.

Cetera Financial Group introduced the Advanced Planning Group, a specialist support team equipping the firm's top advisers with advanced legal, tax, accounting and insurance resources.

Sandy Cardy, formerly a tax and estate planning specialist for Mackenzie Financial Corp. and now an independent consultant, says a common mistake is not understanding the fees you are paying.

For complex or large estates it's best to seek out a cross-border tax and estate planning specialist.

Tax specialists and policy makers speculate that a possible plan would allow a capped amount to be tax - free on the sale of your principal residence with any proceeds over this amount to be taxed as capital gains in your tax bracket at the time of saTax specialists and policy makers speculate that a possible plan would allow a capped amount to be tax - free on the sale of your principal residence with any proceeds over this amount to be taxed as capital gains in your tax bracket at the time of satax - free on the sale of your principal residence with any proceeds over this amount to be taxed as capital gains in your tax bracket at the time of satax bracket at the time of sale.

Private client specialists fear Labour's tax plans will dissuade super-rich from coming to the UK, according to poll

As an Estate Planning Specialist, many people ask me what I think is going to happen with the Estate Tax situation in 2011 and beyond.

Our tax specialists can assist with the full spectrum of your commercial activities, from transaction structuring and due diligence to property taxation, inbound and outbound investment, cross-border leasing, funds management, financial products, corporate restructuring and employee share plans.

Increasing the inheritance tax allowance to # 1 million means it has been abolished for most estates, with the exception of the wealthiest who fail to seek out specialist planning advice in good time.

We also have specialist teams in planning, tax, intellectual property, regulatory, property litigation, international arbitration, insolvency and corporate recovery, landed estates, and academy conversions amongst others.

Selwyn D. Whitehead Esq. [JD, LLM Tax Law, LLM IP Law, California Bar Bankruptcy Law Certified Specialist] is a San Francisco Bay Area bankruptcy and tax attorney whose practice focuses on helping her clients manage their wealth through effective estate and tax planning and / or manage their debt through debt restructuring or bankruptTax Law, LLM IP Law, California Bar Bankruptcy Law Certified Specialist] is a San Francisco Bay Area bankruptcy and tax attorney whose practice focuses on helping her clients manage their wealth through effective estate and tax planning and / or manage their debt through debt restructuring or bankrupttax attorney whose practice focuses on helping her clients manage their wealth through effective estate and tax planning and / or manage their debt through debt restructuring or bankrupttax planning and / or manage their debt through debt restructuring or bankruptcy.

He is also a certified specialist in Estate Planning, Trust and Probate Law and has extensive experience handling tax, business, and personal planning Planning, Trust and Probate Law and has extensive experience handling tax, business, and personal planning planning matters.

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.

As part of the strategic plan to further expand its tax and private capital practice, Fladgate LLP is delighted to announce the appointment of private client specialist, Matthew Bennett.

Quarmby is a specialist in tax planning, wealth structuring and asset protection for international private clients.

Families deserve a specialist who has spent years understanding often complicated tax and planning issues.

Jonathan and James advise on both onshore and offshore tax planning and advise non-doms particularly with regard to taxation and succession planning — adding to the very specialist expertise which we have within the team.»

Regulators and tax specialists are starting to look into cryptocurrency and how they can plan on treating them when it comes to taxing someone's income.

The senior payroll tax specialist will work on an organization's tax compliance, income taxes, tax planning, and processing of tax returns.

A tax specialist is a professional person who prepares tax returns and perform tax planning's for individuals and corporations.

The parties may also use other professionals as part of the collaborative team, including divorce coaches (who assist the parties in communicating efficiently and effectively), Financial Neutrals (who assist the parties in understanding the financial impacts and tax consequences of their decisions) and even child specialists (in situations where custody or parenting plans are in dispute).

The collaborative family law process encourages the use of neutral advisors, such as a child specialist, to advise on parenting plans and a financial specialist to advise on asset valuation, tax consequences, and related issues.

Investors should always consult with an estate planning specialist for assistance in planning for and minimizing his estate taxes.

Certified Financial Planner ® Rick Rodgers is president of Rodgers & Associates, «The Retirement Specialists,» in Lancaster, Pa., and author of The New Three - Legged Stool: A Tax Efficient Approach to Retirement Planning.

Bachelor Degree 1979, REOS Specialist, SFR Short Sales and Foreclosure Resource, Environmental Concerns Affecting Real Estate Transaction, Essentials of International Real Estate, Europe and International Real Estate, Asia / Pacific International Real Estate, The Americas International Real Estate, Investment and Financial Analysis of International Real Estate, Standards of Practice, Essential Real Estate Techniques, Real Estate Specialties, Case Studies in Acquisition Analysis, Commercial Contracts, Commercial Real Estate Investment and Development Analysis Course, Code of Ethics, Core Law, Accredited Buyers Representative, Appraising, Contracts, Real Estate Law Contracts, Law of Agency, Real Estate Finance, Real Estate Marketing, Real Estate Investments, Commercial Property Management, Sales Comparison, Cost Depreciation, and Income Approaches, Federal Income Tax Laws Affecting Real Estate, Zoning and Planning Subdividing of Land and Special Issues, Selling Skills and Management (Xerox), working on CCIM and on going Continuing Education.

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.