Sentences with phrase «with estate tax issues»

Another area where married couples have an advantage is with estate tax issues.

We would have certainly guessed that Congress would have dealt with the estate tax issue by now but, well, we would have guessed wrong for the second year in a row.

Not exact matches

For instance, if you're seeking help with a broad range of financial issues, ranging from how to invest or fine - tune your tax planning to choosing the right amount of life or disability insurance or ensuring that your estate plan matches your desires, I would say that your best bet is to find a certified financial planner.

Something needed to be done and Premier Christy Clark's announcement Monday of a 15 - per - cent tax on non-Canadians buying residential real estate was one way to deal with this politically volatile issue.

These people are going to require advice regarding taxes, portfolio withdrawal strategies, estate and trust issues and social security payouts in addition to investment management in a fairly tricky market environment with extremely low interest rates.

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.

Such a proposal could keep most or all of the House base broadening; keep or compromise on issues of tax rates, expensing, and the child tax credit; adopt the Senate approach with regards to the estate tax, individual AMT, and pass - throughs; and begin any expirations needed to comply with the Byrd rule no sooner than the end of 2026.

He has served on the investment committee for a family office and has first - hand experience in the issues facing a family office such as managing an in - house accounting team, maintaining relationships with various third parties such as brokers, bankers, custodians, tax and trusts and estates consultants.

Mark's primary areas of expertise include: assisting clients with substantial private businesses manage the growth from a financial and strategic perspective advising high net worth clients on succession and estate planning issues helping clients achieve the optimal value for their business upon disposal on an after tax basis analysis of business performance assisting clients with debt raising issues structuring client's affairs for maximum tax benefits.

He is also a Partner at HPM Partners where, with his 32 partners and 50 associates in six offices, he works with owners of businesses on their growth strategies, M&A, financing, liquidity, wealth management, cross - border / multi-national issues, estate planning and tax strategies; and for his multi-generational and family clients, he brings several lifetimes of dealing with family dynamics, trusts, business - ownership, family charters and youth education as a member of two large, historic business families.

Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.

Marnix has more than 30 years of experience in the field of tax, and specializes in issues relating to ultra-high net worth individuals (UHNWIs) with a business connection; (corporate) income tax; capital gains tax; wealth tax and estate tax planning — domestically and cross-border.

Based on tax experts feedback, estate tax is not teh only, and seemingly the worst, way of addressing this issue - other approaches are simply closing the «step - up» loophole by requiring capital tax cost basis be original purchase price and not «at inheritance» price; OR, limiting estate tax to appreciated portion of assets that haven't been taxed with capital gains taxes by time of death of owner.

Of all the issues that dominated legislative debate in last year's session, rent control and 421 - a tax abatements had the most potential to drive a spike in donations from one sector; the fact that contributions from the biggest real estate developers ebbed made it difficult for 2015 to compete with prior years.

With negotiations over the expired 421 - a property tax break making progress, the city's real estate lobby is turning its attention to another longstanding issue: Property tax reform.

Along with 421 - a abatements and corporate tax incentives, de Blasio and Cuomo have been at odds on other real estate issues, too, including a long - debated and under - construction marine waste transfer station on the Upper East Side.

With a month to go, the Westchester County race has proved to be particularly personal, with Astorino blasting Latimer for taxes owned on a home owned by his wife stemming from estate issues following the death of his mother - in - With a month to go, the Westchester County race has proved to be particularly personal, with Astorino blasting Latimer for taxes owned on a home owned by his wife stemming from estate issues following the death of his mother - in - with Astorino blasting Latimer for taxes owned on a home owned by his wife stemming from estate issues following the death of his mother - in - law.

The right planner can be a huge help if you're dealing with complicated tax issues or estate planning problems or insurance questions.

An expert with over 20 years in the Financial Services industry, Wes brings a background in Financial Investments, Insurance, Estate Planning & tax processes plus Debt Relief with a unique perspective and understanding of financial issues.

But as even he has discovered, many of these investors may still need some help or guidance in choosing ETFs, settling on an appropriate asset allocation, rebalancing or even with financial issues that go well beyond managing investment portfolios — more holistic challenges like tax - efficient withdrawal strategies, insurance and estate planning, debt management and the like.

Sheryl Troup, a director of tax and estate planning at the Investors Group in Winnipeg, says there are many reasons why Canadians file their taxes late, ranging from being too busy, dealing with personal or professional issues or just forgetting or not caring about the deadline.

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.

Need assistance with retirement planning, investment management, education funding, tax planning, or estate issues?

With the federal estate tax exemption at $ 5,450,000 in 2016, federal taxation is probably not an issue for most people.

Estate, capital gains and U.S. withholding taxes are issues to discuss with a good tax lawyer.

An expert with over 20 years in the Financial Services industry, Wes brings a background in Financial Investments, Insurance, Estate Planning & Tax processes plus Debt Relief with a unique perspective and understanding of financial issues.

The only issue I see with US - listed ETFs is the trouble with US Estate Taxes.

Think Ahead As always, commercial real estate professionals should review exchange issues with a tax professional.

Estate, gift, and generation - skipping tax issues arising in connection with 529 Plans can be quite complicated.

Within this region, there is a diversity of practicing attorneys who focus on everything from Criminal Defense, Personal Injury and DUI cases to those with a background in Corporate Law, Estate Planning, Family and Tax issues.

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.

Lisette, who also works in Harrison Clark Rickerbys» private client team, is adept at handling legal issues concerning estate planning, tax and trusts, as well as dealing with Court of Protection and power of attorney issues.

It is important to retain an experienced law firm that has significant expertise with the financial issues involved in Divorce, including property division, the valuation of assets, spousal maintenance (alimony), real estate issues, cash flow schedules, balance sheet preparation, debt division, business valuation, present value calculations for pensions, the analysis of retirement accounts and various tax issues associated with Divorce.

Since the death of a loved one may cause extensive stress on the family, it is often a good idea to obtain third - party assistance for not only helping with taxes, but also estate and inheritance issues.

Working in conjunction with members of the real estate, business, labor and litigation practice members, Buchalter tax attorneys are able to provide guidance on the array of issues tax - exempt organizations manage on a daily basis.

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.

Working in conjunction with members of the real estate, business, labor and litigation practice members, Buchalter tax attorneys are able provide guidance in the array of issues tax - exempt organizations manage on a daily basis.

Attorneys are asked to donate an hour or two of their time to provide over the phone advice to pre-screened clients in need of advice with a civil legal issue including parenting plans, dissolutions, child support, wills and estates, housing, bankruptcy, consumer, federal tax, and employment issues.

You may want to engage another lawyer who has expertise in estate planning or tax issues; an accountant or actuary may be needed to help with a pension or business valuations, stocks or stock options, bonds; or an appraiser to deal with assets such as antiques.

My practice includes assisting businesses and individuals with a broad range of tax issues, including personal and corporate tax planning, cross border services and estate planning, as well as tax dispute resolution and tax litigation.

I've also handled perhaps 30 international law cases over twenty years, e.g. a U.S. - Japan tax issue, a French IP distributorship, a German company setting up a US subsidiary, a supply contract with Mexico, a Romanian custody case, a Taiwanese business deal, a Czech probate, a divorce with Canadian assets, estate planning for a Canadian, a Chapter 11 involving Costa Rica, a Tunisian guardianship.

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.

It also provides access to a self - serve video library with lots of useful content where clients can learn about various legal issues related to estate planning and tax law.

He helps clients with personal tax and estate planning issues, trust and estate administration, and corporate fiduciary counseling.

New England real estate developer, in United States Tax Court, with respect to capital gain versus ordinary income issues

Sheppard Mullin's Tax attorneys advise clients in the real estate industry on a broad range of tax issues associated with real estate transactions, as well as with forming, managing, expanding and dissolving real estate entities and ventures to maximize potential benefiTax attorneys advise clients in the real estate industry on a broad range of tax issues associated with real estate transactions, as well as with forming, managing, expanding and dissolving real estate entities and ventures to maximize potential benefitax issues associated with real estate transactions, as well as with forming, managing, expanding and dissolving real estate entities and ventures to maximize potential benefits.

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

The Estates and Trusts Group offers you substantial expertise in all facets of estate planning, with regard to domestic and offshore income tax issues and matrimonial issues.

Real estate development company headquartered in the Southwest, with respect to sales tax on services issues

Our expertise in securities regulatory matters, tax structuring and addressing benefits, litigation, real estate, environmental, intellectual property and information technology issues, together with industry knowledge gained in serving a diverse client base, ensures that we are able to provide highly effective and specialized advice to clients.