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Home   Membership   Calendar   Foundation   Links   Job Board June. 22, 2011


New Affinity Partner: Technical Solutions
AAA-CPA    Share    Share on FacebookTwitterShare on LinkedinE-mail article
Technical Solutions is a special Central Processing Unit Maintenance Package for AAA-CPA members, and is aimed at meeting your needs in the most cost-effective way. The fact that we serve some 50,000 satisfied customers is evidence of the fact that you can depend on us to meet your needs. As a member, you will have access to a one of a kind, comprehensive small business survival kit from Technical Solutions.

Congratulations to Vivian N. Rodriguez, recipient of the Marvin C. Gutter Outstanding Public Service Award
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Vivian N. Rodriguez is a senior attorney with the Office of Chief Counsel for the Internal Revenue Service in Miami, where she represents the Commissioner of Internal Revenue in cases involving individuals, trusts, estates, and business entities. Rodriguez is also Board Certified in Tax Law by the Florida Bar and a Certified Public Accountant, licensed in Florida. She serves on the steering committee of the Florida International University School of Accounting Affinity Council and is an active member of the Florida Association of Attorney-CPAs and the Tax Section of the Florida Bar, where she is a member of the Executive Council and the Assistant Editor of the Tax Bulletin. Rodriguez teaches Basic Federal Income Taxation of Real Property Transactions in the Graduate Program in Real Property Development at the University Of Miami School Of Law. Rodriguez will be recognized at the Tax Section 2011 Organizational Meeting, July 1-4, Amelia Island Plantation. Click here to register.

Making 2 years last a lifetime: The most compelling planning opportunities now
Gregory D. Singer, National Managing Director, Director of Research — Bernstein Global Wealth Management    Share    Share on FacebookTwitterShare on LinkedinE-mail article
The current gifting and estate tax legislation enacted in December 2010 arrived with far better terms than even the most optimistic pundits could have predicted; however the legislation is temporary, providing only a two-year extension. Bernstein Global Wealth Management recently completed a research project to analyze the benefits of planning during this two-year window. We believe that for many families, planning done in the coming two years could address all of their estate planning needs for the rest of their lives. More

Will Congress slash your 401(k) tax break?
Reuters    Share    Share on FacebookTwitterShare on LinkedinE-mail article
Is Congress getting ready to slash the tax deduction on retirement saving? The deductions on IRAs and 401(k) contributions is one of the deficit reduction options known in Washington as "tax expenditures" — that is, revenue the government foregoes through deductions, exclusions or exemptions. Overall tax expenditures — which also include deductions for big-ticket items such as mortgage interest and employer health plans — are worth more than $1 trillion a year. More

Estate planning: Time running out on $5 million gift-tax exemption
AdvisorOne    Share    Share on FacebookTwitterShare on LinkedinE-mail article
If you advise high-net-worth clients, you should take note of your calendar. We are at the midpoint of 2011, and 2012 will be here before you know it. Have you discussed the unprecedented wealth transfer opportunities now available to your clients? If not, you should make it a priority for your practice because change, once again, is coming. More

Payroll tax cut idea joins debt talks
The Wall Street Journal    Share    Share on FacebookTwitterShare on LinkedinE-mail article
President Barack Obama is considering how strongly to push for extending a payroll-tax break for workers and creating a new tax break for employers to jump-start the economy, reflecting White House concerns about joblessness but also complicating efforts to rein in the federal deficit. More

Pros, cons of do-it-yourself estate plan documents
Investors Business Daily    Share    Share on FacebookTwitterShare on LinkedinE-mail article
If you die without a will, your state will decide how most of your wealth gets divvied up. Chances are it won't jibe with your wishes. Also, it will take time for your estate to go through probate. Costs and delays for your heirs and loved ones will mount. It's likely your estate and heirs will pay more in state and federal taxes. And the state will decide who raises any minor children you have. So a will and other estate planning documents can be vital. More

Protecting your future: Address all the issues in estate planning
The Times Herald-Record    Share    Share on FacebookTwitterShare on LinkedinE-mail article
The biggest mistake in elder-law estate planning is a failure to address all the issues. A comprehensive review takes into account planning for disability as well as for death, including minimizing or avoiding estate taxes, avoiding the cost and duration of a court proceeding after death, and protecting assets from nursing home costs. More

Single? Estate planning should still be a priority
The Daily Herald    Share    Share on FacebookTwitterShare on LinkedinE-mail article
Estate planning may be the last thing on the minds of many single people, but it really should be at the top of their list. "If you're single, you're kind of out there by yourself," said Norm Lofgren, estate planning attorney in Dallas. "The thing that people have to understand is that people do die when they're young. If you don't have your affairs together, you add the trauma on top of the tragedy." More

Georgia is No. 6 among tax-friendly states for retirees
The Atlanta Journal-Constitution    Share    Share on
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Georgia came in sixth on a new list of the most tax-friendly states for retirees, according to a report by Kiplinger's Personal Finance magazine. Wyoming was ranked No. 1 and Vermont came in last. Social Security income is exempt in Georgia, and so is up to $35,000 of most types of retirement income if you're at least 62, Kiplinger's said in its report. More

June 25-30, 2011
48th Annual Meeting & Education Conference
June 30, 2011
Members Only Study Group: Special Needs Trust
July 5, 2011
Unwinding the Black Box of Life Insurance - MO Chapter Meeting
July 20, 2011
Colorado Chapter Meeting
July 28, 2011
Members Only Study Group: Running an Efficient Elder Law Practice
July 30, 2011
Washington Nationals vs. NY Mets — Capital Area Baseball Outing
Aug. 18, 2011
Members Only Study Group: Conversions
Aug. 19, 2011
"How to Ethically Represent your Client in Buying and Selling a Dental or Medical Practice?"
Aug. 25, 2011
Members Only Study Group: What Really is Asset Protection?
Sept. 13, 2011
Members Only Study Group: Quarterly Update on S Corporations
Sept. 22, 2011
Members Only Study Group: Basic vs Advanced Planning in Elder Law

The Attorney-CPA Weekly Update
Colby Horton, Vice President of Publishing, 469.420.2601   Download media kit
Annette L. Kovac, Content Editor, 469.420.2604   Contribute news
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