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Results: 1-10 of 42

Six proposed tax increases included in President Obama's FY 2014 budget

  • Baker Donelson Bearman Caldwell & Berkowitz PC
  • -
  • USA
  • -
  • April 25 2013

On April 10, 2013, President Obama released the fiscal year 2014 federal budget. Among the numerous proposed budget provisions, listed below are six

Consider gifting appreciated property

  • Baker Donelson Bearman Caldwell & Berkowitz PC
  • -
  • USA
  • -
  • February 22 2013

Because of the increase in the higher tax rates, as well as the additional tax on net investment income applied to the taxable income of many

Estate planning considerations: documentation and peace of mind

  • Baker Donelson Bearman Caldwell & Berkowitz PC
  • -
  • USA
  • -
  • February 8 2013

With the introduction of the American Taxpayer Relief Act of 2012 (Act), the world of estate planning has been injected with a dose of certainty

High income taxpayers to pay additional 3.8 percent Medicare tax on investment income

  • Baker Donelson Bearman Caldwell & Berkowitz PC
  • -
  • USA
  • -
  • November 6 2012

Section 1411 of the Internal Revenue Code (Code) was created pursuant to the Health Care and Education Reconciliation Act of 2010 and is effective as of January 1, 2013

Non-tax reasons for your well-tailored estate plan

  • Baker Donelson Bearman Caldwell & Berkowitz PC
  • -
  • USA
  • -
  • October 31 2012

When was the last time you took a good hard look at your estate plan?

IRS issues proposed and temporary regulations on portability

  • Baker Donelson Bearman Caldwell & Berkowitz PC
  • -
  • USA
  • -
  • August 22 2012

Portability was introduced into the estate planning wheelhouse by the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010

Three ways to minimize your estate tax

  • Baker Donelson Bearman Caldwell & Berkowitz PC
  • -
  • USA
  • -
  • July 26 2012

A major goal of estate planning is to minimize taxes during the transmission of wealth from one generation to another

Spotlight on Tennessee: legislation reduces wealth transfer costs for residents

  • Baker Donelson Bearman Caldwell & Berkowitz PC
  • -
  • USA
  • -
  • May 4 2012

Legislation passed by the Tennessee General Assembly within the past week has greatly changed the landscape of estate planning for state residents

Unprecedented transfer tax planning opportunity

  • Baker Donelson Bearman Caldwell & Berkowitz PC
  • -
  • USA
  • -
  • March 19 2012

The current gift tax law, coupled with historically low interest rates, creates a unique opportunity to shift substantial wealth to younger generations

Obama’s revenue proposals have far reaching estate planning consequences

  • Baker Donelson Bearman Caldwell & Berkowitz PC
  • -
  • USA
  • -
  • February 22 2012

The Obama Administration's recently released Fiscal Year 2013 Revenue Proposals, if enacted, will have a drastic effect on estate planning