Jan 13, 2015

Posted by in Blog - "Altman Speaks"

Greetings from Orlando…

For the past 20 years, I have gone to the Heckerling Institute on Estate Planning.  Originally in Miami Beach, it moved to Orlando 10 years ago.  This is the biggest gathering of estate planning professionals each year.  Over the course of 5 days, there are numerous presentations about what is...

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Jan 7, 2015

Posted by in Blog - "Altman Speaks"

The Legendary Stuart Scott

Like most American sports enthusiasts, I have spent a large number of hours over the years watching Sports Center and other programming on ESPN, so when Stuart Scott died this past weekend, it came as a blow.  I had no particular connection to him, nor do I put TV broadcasters in my pantheon of...

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Jan 2, 2015

Posted by in Blog - "Altman Speaks"

Feel Good Friday: How Thankful We Are…

We at Altman and Associates are so grateful for our wonderful clients and colleagues in the financial community.  Thank you to everyone who has supported our estate planning efforts in 2014.  With your continued loyalty and support, 2015 will be another wonderful year. May you have peace,...

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Dec 24, 2014

Posted by in Blog - "Altman Speaks"

Happy Holidays!

Dear Clients and Friends, We would like to wish everyone a happy and safe holiday and New Year! Please note our holiday office hours, listed below. Christmas Day, 12/25:  Closed New Years Eve, 12/31:  Closing at 3:00 PM New Years Day, 1/1:  Closed Cheers! – The Altman...

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Dec 24, 2014

Posted by in Blog - "Altman Speaks"

Expired Tax Provisions Extended: Only Days Left to Utilize IRA Charitable Rollover for 2014!

Last week, President Obama signed the Tax Increase Prevention Act (TIPA) retroactively extending over 50 expired tax provisions through Dec 31, 2014. The last minute extension could provide a retroactive tax break for businesses and individuals who have already made certain expenditures this...

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