estate freeze Archives
Subscribe via RSS Feed Connect on LinkedIn View videos on YouTube

Tag: estate freeze

SIGNIFICANT TAX PLANNING OPPORTUNITY MAY SOON DISAPPEAR

SIGNIFICANT TAX PLANNING OPPORTUNITY MAY SOON DISAPPEAR

2020 – OUR 28th YEAR OF PUBLICATION! Volume XXVII • Number 3 • September 2020 TIME IS OF THE ESSENCE – TAKE ADVANTAGE NOW INTRODUCTION As you know, the Trump tax cuts (2017 Tax Cuts and Jobs Act) created unprecedented opportunities for individuals and families to transfer their legacies in a tax-efficient manner. These cuts […]

Continue Reading »

PROTECTING ASSETS FROM VENEZUELAN AND OTHER CONFISCATION: IMMEDIATE ACTION NEEDED

PROTECTING ASSETS FROM VENEZUELAN AND OTHER CONFISCATION: IMMEDIATE ACTION NEEDED

Today, with the ongoing turmoil in Venezuela, asset protection planning has taken on a more important aspect: protecting assets from confiscation by Venezuela (and other governments of that type), regardless of whether one desires to immigrate to the US.

Continue Reading »

Howard Rosen to Lead Two Asset Protection Seminars at AAA-CPA Annual Meeting

Howard Rosen to Lead Two Asset Protection Seminars at AAA-CPA Annual Meeting

Howard Rosen, a shareholder of the law firm of Donlevy-Rosen & Rosen, P.A., will lead two seminars as a Faculty Member for this year’s Annual Meeting of the American Association of Attorney-Certified Public Accountants (AAA-CPA).

Continue Reading »

Estate Freeze Presentation at Sailfish Chapter of FICPA

Estate Freeze Presentation at Sailfish Chapter of FICPA

Howard Rosen will be presenting “Estate Freeze Planning Using Offshore Trusts” to the Sailfish Chapter of the FICPA.

Continue Reading »

Estate Freeze Update: New Law – New Opportunity

Estate Freeze Update: New Law – New Opportunity

Volume XX, Number 1 – JANUARY 2011 INTRODUCTION More than 10 years ago we wrote an issue of the APN on estate freeze planning (Vol. IX, No. 1). The essence of estate freeze planning is just what it sounds like: the value of an asset (or assets) is “frozen” at today’s value for future estate […]

Continue Reading »