May 28, 2014

Posted by in Blog - "Altman Speaks"

Gifting a Home: Is a Qualified Personal Residence Trust for You?

A “QPRT” or “Qualified Personal Residence Trust” is a legal sanctioned method of transferring a primary or vacation home to family members at a reduced gift and estate tax cost.  In other words, by transferring a home to a QPRT and retaining the right to live in the home...

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May 23, 2014

Posted by in Blog - "Altman Speaks"

In Honor of Memorial Day

This weekend, and always, we are grateful for the sacrifice of the men and women of the United States Armed Forces.  Below are some ways to show your support, and honor the fallen and their families this Memorial Day. –  The Altman Team 1. Thank a veteran, in person, on Twitter, or via...

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May 22, 2014

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Changes Ahead! New IRS Rules on IRA Rollovers

Effective January 1, 2015, owners of Individual Retirement Accounts (IRAs) will only be allowed one 60-day rollover every 12 months, regardless of how many IRAs they own.  (To “rollover” means to move assets from one retirement account to another.)  So, for example, if a distribution is...

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May 16, 2014

Posted by in Blog - "Altman Speaks"

New Maryland Estate Tax Bill: Signed, Sealed, Delivered

It’s official!  Yesterday, Governor Martin O’Malley approved a new Maryland Estate Tax bill, increasing Maryland’s estate tax exemption level. In 2015, the amount that passes free of Maryland estate tax will increase from $1,000,000 to $1,500,000. In 2016, it increases to...

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May 13, 2014

Posted by in Blog - "Altman Speaks"

Tribute to Cellist Dmitry Volkov of the Heifetz International Music Institute

Altman & Associates is deeply saddened by the passing of 26 year old cellist, Dmitry Volkov, who played for the Heifetz International Music Institute.  Serving as a Co-Trustee for the Doris M. Carter Foundation, a supporter of Heifetz, I had the privilege of seeing Dmitry perform just last...

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