Cooper Levenson Tax Law Group to Speak at NJCPA Seminar Thursday Oct. 26

NJCPA Atlantic Cape May Chapter Breakfast Briefing Cooper Levenson Tax Law Practice Group Thursday, October 26, 2017 8:15 a.m. – 12:15 p.m. Six Estate Planning Essentials for High Net Worth Clients Presented by: Michael L. Salad, Esq.,LL.M. Trustworthy? Tax and Trust Planning with Life Insurance Presented by: Jarad K. Stiles, Esq., LL.M. New Jersey Tax … Continue reading “Cooper Levenson Tax Law Group to Speak at NJCPA Seminar Thursday Oct. 26”

“Preparing Your Clients Estate Plan for its Annual Exam” Seminar

Complimentary continuing education & breakfast seminar Estate & Charitable Gift Planning Health Update Hosted by the Atlantic County Bar Association in partnership with AtlantiCare Foundation Featured Topics Gifts of IRA Charitable Reminder Trusts (CRAT v. CRUT) Proposed Income Tax Changes effect on Charitable Giving Wednesday, September 20 8:00 a.m. to 10:30 a.m. Linwood Country Club … Continue reading ““Preparing Your Clients Estate Plan for its Annual Exam” Seminar”

NJCPA and Cooper Levenson: Tax Law Breakfast Seminar July 14, 2017

Don’t miss this NJCPA seminar Cooper Levenson Tax Law Practice Group Friday, July 14, 2017 8:15 a.m. – 12:15 p.m.  Linwood Country Club 500 Shore Road Linwood, NJ 08221 Highlights Topics include: Medicaid Planning for the Baby Boomer Generation Presented by Jarad K. Stiles, Esq., LL.M. Demystifying the NJ Exit Tax and an Overview of … Continue reading “NJCPA and Cooper Levenson: Tax Law Breakfast Seminar July 14, 2017”

Tax Alert: New Jersey Tax Court Clarifies Disposed Interest in Irrevocable Trusts

The long-debated issue as to what constitutes a complete disposition of interests in real property for purposes of irrevocable trusts was recently settled by the Tax Court of New Jersey in the matter of Estate of Mary Van Riper v. Director, Division of Taxation. In Van Riper, Mary Van Riper and her husband, Walter Van … Continue reading “Tax Alert: New Jersey Tax Court Clarifies Disposed Interest in Irrevocable Trusts”

NEW JERSEY ESTATE TAX PHASE-OUT

While the proposed decrease in New Jersey sales tax and increase in gas tax is garnering all of the headlines, the proposed phase-out of the New Jersey estate tax will have a significant impact on New Jersey residents. On Friday afternoon, New Jersey Governor Chris Christie announced that he reached a compromise with the Democrat-controlled … Continue reading “NEW JERSEY ESTATE TAX PHASE-OUT”

Cooper Levenson attorneys to present on Elder Planning, Business Succession Planning, Divorce Essentials for CPAs and more NJCPA Atlantic Cape Chapter Briefing October 18

ATLANTIC CITY, N.J. – Tax attorneys from the Atlantic City and Cherry Hill offices of Cooper Levenson will present a tax “Breakfast Briefing” on Tuesday October 18 at the Linwood Country Club in Linwood, N.J. Robert E. Salad, Esq., LL.M., Amy E. Rudley, Esq., Ronald G. Lieberman, Esq., Michael L. Salad, Jr., Esq., LL.M., Arthur … Continue reading “Cooper Levenson attorneys to present on Elder Planning, Business Succession Planning, Divorce Essentials for CPAs and more NJCPA Atlantic Cape Chapter Briefing October 18”

A GIFT SPLITTING PRIMER

Caution: If you and your spouse make gifts, a gift tax return may need to be filed even if the amount is under the yearly threshold. The annual gift exclusion allows an individual to gift up to $14,000 per year per person. This means that you can give away up to $14,000 per year to … Continue reading “A GIFT SPLITTING PRIMER”