Estate Planning & Taxation Legal Posts

International Issues in Estate Planning: One Will or Two?

Posted on January 10, 2020November 25, 2020 by Moskowitz LLP Posted in Estate Planning & Taxation, International Taxation

You may need to have a separate will for each country in which you have assets. Individuals and couples with assets in more than one country need to ensure that their estate planning documents are valid in all the jurisdictions in which they have property. Although in some instances this...

For a Limited Time Only, Moskowitz is Offering Year-End Tax Planning Services

Posted on November 26, 2019December 15, 2020 by Moskowitz LLP Posted in Estate Planning & Taxation, International Taxation, State & Local Taxation, Tax Planning & Compliance, Tax Services

Think the Trump Tax Cuts and Jobs Act of 2017 doesn’t matter to you? Your ignorance could be costing you lots of money. Schedule a meeting now to see if our year end planning services can reduce your 2019 tax bill. Schedule with Cliff Now Moskowitz attorneys and accountants have...

Estate Planning for the Non-Citizen Spouse

Posted on November 21, 2019October 13, 2020 by Moskowitz LLP Posted in Estate Planning & Taxation

If you have a large estate and either you or your spouse is not a U.S.citizen, you should consider setting up a Qualified Domestic Trust (QDOT). If you and your spouse are both U.S. citizens, it is unlikely that you will be faced with an estate tax bill. You have...

Moskowitz LLP Offers Three Free Tax Seminars This October in the San Francisco Area

Posted on September 26, 2019January 8, 2020 by Moskowitz LLP Posted in Business Law, Estate Planning & Taxation, Real Estate Law, State & Local Taxation, Tax Planning & Compliance, Tax Services

Moskowitz LLP is going to be hosting three free seminars this October! Participants will learn vital tax lessons from the Moskowitz team, drawing from their 30 years of experience helping domestic and international clients with tax challenges. You will learn: How to pay tax on only 80% of your profit,...

Captive Insurance Companies, Part IV: Crackdown on Captive Insurance Abuses

Posted on September 24, 2019January 7, 2020 by Moskowitz LLP Posted in Business Law, Estate Planning & Taxation, International Taxation, Tax Planning & Compliance

Previous Posts in this Series Part I: What is a Captive Insurance Company? Part II: Types of Captives Part III: Benefits and Risks A captive insurance company manages its parent company’s business risks while providing it with substantial benefits. However, abuse of the tax benefits of captives – particularly small...

Captive Insurance Companies, Part III: Benefits and Risks

Posted on September 19, 2019January 7, 2020 by Moskowitz LLP Posted in Business Law, Estate Planning & Taxation, International Taxation, Tax Planning & Compliance

Previous Posts in this Series Part I: What is a Captive Insurance Company? Part II: Types of Captives Captive insurance companies provide businesses with savings opportunities, tax benefits, and greater flexibility in managing insurance needs. However, they are subject to pricing fluctuations, require significant capital, and pose some administrative challenges,...

Captive Insurance Companies, Part II: Types of Captives

Posted on September 17, 2019January 7, 2020 by Moskowitz LLP Posted in Business Law, Estate Planning & Taxation, International Taxation, Tax Planning & Compliance

Previous Posts in this Series Part I: What is a Captive Insurance Company? Captive insurance companies were created to enable corporations to establish subsidiaries that can insure the company’s own risks. The captive insurance industry has developed over the years and now includes a variety of forms and group structures....

Captive Insurance, Part I: What is a Captive Insurance Company?

Posted on September 12, 2019January 7, 2020 by Moskowitz LLP Posted in Business Law, Estate Planning & Taxation, International Taxation, Tax Planning & Compliance

Captive insurance companies were originally established to help businesses cover risks otherwise difficult to secure. They have expanded to include nearly every type of insurance. To protect themselves from certain risks, many businesses have formed subsidiary companies that provide them with insurance and risk-management services. Captive insurance companies are a...

What Does the IRS Include in Your Estate?

Posted on September 10, 2019August 26, 2019 by Moskowitz LLP Posted in Estate Planning & Taxation

The estate tax is the tax imposed on the amount of your gross estate at your death that exceeds the federal exemption amount (currently $11.4 million), minus deductions. Here is what the IRS includes in its calculation of your “gross estate”. One of the first things your estate planning attorney...

The Federal Estate Tax Exemption

Posted on September 5, 2019October 13, 2020 by Moskowitz LLP Posted in Estate Planning & Taxation

The federal estate tax is a tax on the transfer of wealth, and the tax rate can reach up to 40%. These taxes can be minimized or even avoid entirely through proper estate planning, thereby saving your heirs a significant amount of money. Throughout history, estate and inheritance taxes have...

Tax Resources

Category: Estate Planning & Taxation