Latest Blog Posts

New Ruling on Accounting Firm Succession Plans

Posted on: November 11th, 2013
Carol Cantrell on Cantrell v. Briggs: Impact of the Fifth Circuit's Ruling on Accounting Firm Succcession Plans ...

Federal Law Update: Your Ex-Spouse Could Get Your Cash!

Posted on: June 10th, 2013
The Federal Employees’ Group Life Insurance Act (“FEGLIA”) established a life insurance program that left a new spouse wondering: “Baby, baby, where did our love go?” as the money from the policy took a midnight train to Georgia to the ex-wife whether she was deserving of the money or not. ...

Free Webinar: The Family Estate Plan

Posted on: April 11th, 2013
It’s a common myth that estate planning is only for wealthy families. But the fact remains that estate planning is not about the value of what you own, but the way you value what you have....

Conard: Buffett Is Wrong About Taxes

Posted on: January 2nd, 2013
The U.S. is holding a debate that is critical to its future: whether to tax, redistribute and consume income that would otherwise be invested. Warren Buffett has weighed in, supporting higher taxes on wealthy taxpayers. Unfortunately, the evidence he uses to make his case is superficial and flawed. One can’t help but wonder: If he had stronger evidence, why wouldn’t he use it?...

Warren Buffett and George Soros Want a Higher Estate Tax

Posted on: December 12th, 2012
Warren Buffett and George Soros--as well as other prominent billionaires, millionaires and public figures, such as Bill Gates, Sr. and President Jimmy Carter--are calling on Congress and President Obama to establish a stronger estate tax--which many of these individuals would pay on their own estates. ...

Post-Election Tax Planning for 2012

Posted on: November 7th, 2012
It is a stressful time for individuals who have a net worth of well over $1,000,000 and may find themselves wondering whether living until after December 31, 2012 will cause significant additional estate tax. The situation that we have been fearing since December 2010 is now almost upon us. So what are people to do between now and December 31, 2012?...
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