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Home / Archives for tax proposal

New Tax Proposal re: Retirement Savings

June 7, 2019 by Michael O'Brien

There are new tax proposals working their way through the House and Senate. These proposals, if passed, would change retirement savings significantly. Read on to learn more about these proposals and whether they might impact you or your clients. New Tax Proposal re: Retirement Savings … [Read more...] about New Tax Proposal re: Retirement Savings

Filed Under: Estate Planning, Legal Education Tagged With: IRA, tax proposal, retirement plans, SECURE act

New Estate Tax Proposal

April 26, 2019 by Michael O'Brien

A new estate tax proposal would lower the amount passing free from tax to $3.5 million and increase the rates of taxation. It would also eliminate some tried and true strategies for reducing estate taxation. Read on to learn more about this proposal and its prospects. New Estate Tax Proposal … [Read more...] about New Estate Tax Proposal

Filed Under: Estate Planning, Legal Education Tagged With: Estate Tax, tax proposal, Bernie Sanders

New Tax Proposals

March 15, 2019 by Michael J. O’Brien, Estate Planning Attorney

There are two new tax proposals being floated. One is an income tax proposal and the other is a wealth tax proposal. Read on to learn more about these proposals and whether they might impact you or your clients. New Tax Proposals … [Read more...] about New Tax Proposals

Filed Under: Estate Planning, Legal Education Tagged With: Alexandria Ocasio-Cortez, Elizabeth Warren, tax proposal

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Michael and his team work very closely with you to help build a strategy for you regarding estate planning. They do not overdo it. They work hard to be certain their suggestions/recommendations fit your needs. Michael asks great questions, listens well and delivers on his commitments. I was very appreciative and hugely satisfied.

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