GRAT Examples
Example of GRAT valuation: $1,000,000 trust with grantor receiving a $50,000 annuity for 10 years.
Charitable Deductions Gone Awry
Charitable deductions can be confusing and mistakes can be expensive. Recently, a California couple found
A Sole Remedy Charging Order Statute May Not Offer Debtors the Protection It Once Did
A charging order is a mechanism that allows a creditor to place a lien on
Charitable Lead Annuity Trust (CLAT)
Current economic conditions have presented intriguing options for charitably oriented individuals looking to transfer wealth
Annual Legislative Update
HB 100 – Georgia Tax Courts This bill creates the Georgia Tax Courts. These Courts
Georgia Education Expense Tax Credits: Do Not Wait!
June is the new November The Georgia Dept. of Revenue is approving education expense tax
MEDICAID PLANNING USING IRREVOCABLE INCOME ONLY TRUSTS
For most clients, planning to obtain Medicaid is a last resort; however, with the catastrophic
2011 Year End Tax Letter
December 7, 2011 Dear Tax Clients: As the 2011 tax year comes to a close,
Be Careful With Independent Contractors
We recently faced an issue with a Client who used independent contractors for a temporary
Urgent: Update Your Non-Compete Agreements to Take Advantage of New Law
By Joe Nagel, Esq., LLM, CPA Until now, there were no clear rules governing “non-competes”
