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Loeb & Loeb LLP | USA | 4 Jan 2013

Fiscal cliff deferred as Congress finally acts

The fiscal cliff has been avoided temporarily as the Congress has passed H.R. 8, the "American Taxpayer Relief Act of 2012" (the "Act"). The Senate passed


Loeb & Loeb LLP | USA | 1 Dec 2010

Gift tax annual exclusion unchanged for 2011

The IRS has announced that the annual exclusion for present interest gifts will remain at $13,000 per donee in 2011.


Loeb & Loeb LLP | USA | 28 Jul 2010

Dodd-Frank regulations impacting private funds

As a result of the recently enacted Dodd-Frank Wall Street Reform and Consumer Protection Act, Congress may require your private fund adviser to register with the SEC or with one or more of the state securities commissions.


Loeb & Loeb LLP | USA | 18 Jun 2010

"Grandfathered health plan” exception

As reported in our recent Client Alert, medical plans in existence on March 23, 2010 may be entitled to “grandfathering” relief from many of the new healthcare law requirements which would otherwise go into effect for the first plan year beginning after enactment (i.e., January 1, 2011 for a calendar year plan).


Loeb & Loeb LLP | USA | 14 Sep 2009

California budget contains minor tax changes

As part of its attempt to narrow the budget gap, rather than raising tax rates which would have been politically unpopular, the California legislature enacted measures to allow the State to collect income taxes more rapidly.


Loeb & Loeb LLP | USA | 14 Sep 2009

Still no estate tax reform

As of the date of this newsletter, Congress has not acted on estate tax reform.


Loeb & Loeb LLP | USA | 20 Dec 2008

Alert to those who serve on charitable boards

Charities in California need to be aware of a new law that affects their endowments the Uniform Prudent Management of Institutional Funds Act (“UPMIFA”).


Loeb & Loeb LLP | USA | 13 Nov 2008

How will the Obama presidency impact your taxes?

President-elect Obama will take office on January 20, 2009, with a heavily Democratic populated Congress.


Loeb & Loeb LLP | USA | 27 Mar 2008

Estate tax reform update

For the moment, estate tax reform has taken a back seat to election year politics and problems in the economy.

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