 |
|||||
 |
 Irv Blackman is an experienced CPA and lawyer who specializes in estate planning, business succession and asset protection.. He is the founding partner of Blackman & Kallick, the largest independent CPA firm in Illinois. He is the founding Chairman of the Board of New Century Bank, Chicago. Irv has authored 8 books, and his Continue reading What is the Estate Tax Trap High Net Worth Individuals Fall into? January 11th, 2010 | Tags: Estate Planning, Estate Taxes, guest post | Category: Estate Planning | 8 comments
Most people just assume they can give away whatever they want in any situation; that is just not true. Ignoring gifting laws and taxes can cost you and your family a lot of money! When gifting large sums of money there are federal tax implications one should keep in mind. Gift Tax Introduction What Continue reading Gift Laws and Taxes Made Simple 
I recently received a question from a reader, who I will refer to as TPS. TPS contacted me through my contact me page – if you have a question feel free to use it! TPS seems to be very confused, so rather than just answer the question I will post it so he Continue reading Reader Question – Inheriting Trusts & IRAs June 16th, 2009 | Tags: Estate Taxes, Investments, Qualified/Retirement, Retirement Planning | Category: Estate Planning | Leave a comment
Part of my job duties is to teach topics in the morning for planners, sometimes the topics are pretty advanced and sometimes they are simple. Tomorrow I have to teach an intro classes on Trusts and so I thought I’d share some of the stuff I will be going over. The best way Continue reading An Introduction to Trusts May 22nd, 2009 | Tags: Estate Taxes, Financial Planning, Investments | Category: Estate Planning | One comment
 I doubt the main point post will apply to many people reading this blog, but as I stated this blog was also started to highlight some of my research and planning experience. This idea may seem foreign to many, but I’d love to discuss it with anyone and everyone. This post is for those Continue reading Advanced Required Minimum Distribution Planning May 1st, 2009 | Tags: Estate Planning, Estate Taxes, Financial Planning | Category: Qualified/Retirement | 3 comments
This post was inspired by a post titled, “Lending Money to Family and Friends” on a great blog fivecentnickel. It was written by Laura from Green Panda Tree House, who was nice enough to choose my article on Law of Diminishing Marginal Utility for the Carnival of Personal Finance #196 Edition. What are the Continue reading Tax Mechanics of Intra-Family Loans  I found out that my dad is having major surgery in a couple weeks, so I had to ask…”Did he have a will, and would he like his son, who works with wills everyday, to make sure it follows his testamentary intent and is tax efficient?” Well, I was shocked when he told me, he Continue reading Top 10 Reasons You Need to Get a Will ASAP  Napkin Math Uploaded by Zehran on Flickr On a daily basis I have to turn complicated tax issues into a simple discussion. A discussion that I have to discuss/teach very often is the Federal Estate Tax. Before we discuss the easy way to determine your Federal Estate Tax bill some caveats: The Continue reading Simple Explanation of the Federal Estate Tax September 8th, 2008 | Tags: Estate Planning, Estate Taxes, Will | Category: Estate Taxes | 9 comments
Advantages of Using a Prepaid Credit CardThere are many benefits to using a prepaid credit card. A prepaid credit, also known as a secured credit card is defined by bank rate as a credit card that, “…requires a cash collateral deposit that becomes the credit line for that account.” Continue reading Why Use a Prepaid Credit Card? |
 >
|
|||
|
My Journey to Millions About Contact Me Archives Blog Roll Disclaimer Privacy Policy Copyright © 2010 My Journey to Millions - All Rights Reserved
|
|||||
Popular Posts