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Results: 11-20 of 29

Trust and estate investment advice fees held subject to 2 floor
  • Baker Donelson Bearman Caldwell & Berkowitz PC
  • USA
  • January 28 2008

The United States Supreme Court has unanimously decided a question which, in its own words, determines the treatment of "deductions...that total in the billions of dollars annually."


Family entities continue as viable planning tool
  • Baker Donelson Bearman Caldwell & Berkowitz PC
  • USA
  • October 7 2009

Two recently-litigated taxpayer victories underscore the continuing viability of family entities (family limited partnerships or LLCs, or FLPs) as an estate planning tool


Estate planning: more important than ever
  • Baker Donelson Bearman Caldwell & Berkowitz PC
  • USA
  • November 3 2008

As we approach the holiday season, our focus naturally turns to loved ones


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


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?


New tax provisions make expatriation more costly
  • Baker Donelson Bearman Caldwell & Berkowitz PC
  • USA
  • August 25 2008

On June 17, 2008, President Bush signed into law the Heroes Earnings Assistance and Tax Relief Act of 2008 (the HEART Act


Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010
  • Baker Donelson Bearman Caldwell & Berkowitz PC
  • USA
  • December 22 2010

On December 17, 2010, President Barack Obama signed into law the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, which has been designated P.L. 111-312 (Act


Taxpayers given another chance to tell IRS about unreported foreign accounts and assets
  • Baker Donelson Bearman Caldwell & Berkowitz PC
  • USA
  • February 11 2011

U.S. citizens and resident aliens have another opportunity to disclose foreign holdings with less than normal penalties before August 31, 2011


Estate planning under a new law
  • Baker Donelson Bearman Caldwell & Berkowitz PC
  • USA
  • December 29 2010

Estate planning has been altered significantly by the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (Act), signed on December 17, 2010


Gifting: a temporary window of opportunity
  • Baker Donelson Bearman Caldwell & Berkowitz PC
  • USA
  • April 14 2011

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (Act), provides a short-term fix and relief for estate, gift and generation-skipping transfer (GST) taxes