Uncategorized Archives

  1. Fiscal Cliff and the Estate Tax

    I am very relieved to find out that the bill just passed by Congress to avert the fiscal cliff finally dealt with the federal estate tax and removed much of the uncertainty that we have been dealing with for the last two years.  Here is a quick summary from Forbes: ESTATE TAX:  Always of significant…

  2. Happy Holidays

    Whether you celebrate Christmas or any other holiday, I hope that you have a safe and happy holiday season and a successful new year in 2013. Many thanks to my friends at Bush Polen & Associates for the great annual holiday party and pictures with Santa!