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 New Affinity Partner: Technical Solutions AAA-CPA Share    
 Congratulations to Vivian N. Rodriguez, recipient of the Marvin C. Gutter Outstanding Public Service Award AAA-CPA Share
 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
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
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
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
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
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
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
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
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 
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