Whether you are a Florida resident, a Michigan resident considering Florida residency or you just own a Florida vacation home, there are many estate planning issues that can arise from …
Planning under the New Rules of the Tax Cuts and Jobs Act of 2017
Many of the changes made by the new tax law commonly known as the Tax Cuts and Jobs Act of 2017 (Pub. Law 115-97) (“TCJA”), already impact decisions taxpayers should …
“Mom, Help! I Need My Vaccine Records!”
After my daughter left for college, I received a call from her one day asking me to send her a copy of her vaccination records. I called her doctor’s office …
Section 1031 Like Kind Exchanges are Alive and Well
The federal government’s tax overhaul will do many things. One thing it will not do, is take away the tax benefits available under IRS Section 1031 like kind exchanges of …
Gregg A. Nathanson, Speaker
Gregg A. Nathanson, a shareholder of the firm, recently spoke on 1031 Exchanges at a Keller Williams Lunch and Learn. Mr. Nathanson discussed the advantages of 1031 Exchanges, the different …
Potential Estate Tax Savings: $2,196,000 Filing Deadline: January 2, 2018
The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 introduced the concept of “portability” of the federal estate tax exemption for 2011 and 2012 which was made …
Update on DOL White Collar Overtime Exemption
As we last reported, on November 22, 2016, an injunction was issued delaying the implementation of the Department of Labor’s Final Rule, which would have increased the minimum salary requirements …
New Law Affecting the Principal Residence Exemption
Effective October 5, 2017, the law regarding the Michigan principal residence exemption (“PRE”) has changed. The PRE allows Michigan property owners to save on their property tax bills for their …
Updated I-9 Form
As of September 18, 2017, employers must use the new updated Form I-9 Employment Eligibility Verification, with revision date 07/17/17 N. Prior versions of the form should no longer be …
Equifax Data Hack
Data security, while always an important concern, has been highlighted recently in light of the Equifax data hack. On September 7, 2017, Equifax, one of the three major credit reporting …