Wealth Services
Articles
What Recent Changes in the Estate Tax and Generation Skipping Tax Mean to You
Now that Congress has failed to pass legislation that would have extended the estate and generation skipping taxes to 2010, there may be unique planning opportunities for you to take advantage of. Learn why reviewing your current estate plan now is essential.
Planning for a Roth IRA Conversion
Are you wondering whether you should convert a traditional IRA toa Roth IRA? Gain insight into the many factors at play in determining whether an IRA conversion is right for you.
As the end of the year approaches, it is a good time to think about both tax planning and a year-end check-up on all aspects of your personal finances. Action taken between now and December 31 may help to reduce the burden of 2009 taxes, and also to keep in the forefront the progress of your personal goals regarding the creation, preservation, and transition of your net worth. For an overview of potential changes in the tax code, visit Moss Adams’ 2009 Year-End Tax Planning:
- Changes in Tax Rates Expected Due to Health Care Reform
- Changes in Income Tax Rates Expected in 2011 or Earlier
- Potential Estate and Gift Tax Changes for 2010
- Conversion to Roth IRA Opportunity in 2010
- Tax Planning Checklist for Individuals and Family, Business and Real Estate
Motivation the Key to Achieving Your 2010 Goals by Shannon Affholter (Snohomish County Business Journal, November 29, 2009)
Many Options for Leaving a Family Business by Shannon Affholter (Snohomish County Business Journal, April 29, 2009)
Family Businesses Face Unique Challenges When It's Time for Passing Ownership to Another Entity by Shannon Affholter (Snohomish County Business Journal, March 26, 2009)
