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History of Estate and Gift Tax
“No taxation without representation” was often heard during the Revolutionary times. We, as Americans, have had a long history of ...
Barry Boscoe
Nov 2, 2021
How to Plan for your Digital Assets
In the past digital assets have not been considered in the estate planning process. However, with technological advances occurring ...
Barry Boscoe
Nov 2, 2021
To Sell or Not Prior to 2013
With the new tax laws potentially changing in 2013, the question is whether you should sell appreciated capital assets in 2012 to take ...
Barry Boscoe
Nov 2, 2021
Historic Low AFRs Provide Wealth Transfer Possibilities
With the low current interest rate environment and the published IRS applicable federal rates (AFR), we are witnessing phenomenally low ...
Barry Boscoe
Nov 2, 2021
Dying Without a Will or Trust
The act of dying without a will is called intestacy. The distribution under the laws of intestacy will vary from the wishes of the...
Barry Boscoe
Nov 2, 2021
Retirement Planning
LOS ANGELES BUSINESS JOURNAL Vol. 17 No. 19 Reprinted by permission of the Los Angeles Business Journal ™ Good Retirement Planning...
Barry Boscoe
Nov 1, 2021
Business Succession Planning
As hard as it may seem to believe, only 10-20% of small business owners have any kind of succession plan in place. Even more startling,...
Barry Boscoe
Nov 1, 2021
Why Legacy Planning Post Tax Reform?
The recent enactment of the Reconciliation Act of 2017 (The Act) has led many individuals to believe with the higher federal gift, estate...
Barry Boscoe
Nov 1, 2021
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