Blog - "Altman Speaks"

Maryland Governor Plan for $1B Retiree Tax Cuts

Annapolis is abuzz with tax chatter. Income Tax Cuts for Retirees Last week, Maryland Governor Larry Hogan informally announced a plan to cut (and in some cases eliminate) income taxes for retirees — an effort that he says “will keep tens of thousands of Maryland retirees from being forced to flee our state.” The bill, […]

Happy News from Team Altman!

As we embark on the New Year, we wanted to take a moment to share some happy Team Altman news from 2019. Jackie got married to her long-time sweetheart in September and Leyli and her husband welcomed a baby girl in December! We are thrilled for them all and excited for what 2020 has in […]

Charitable Remainder Unitrusts (CRUTs) SECURE Act

The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, was approved by the Senate on Dec.19, 2019, as part of an end-of-year appropriations act and accompanying tax measure. It was then signed into law by President Donald Trump on Dec. 20th. Under the SECURE ACT, qualified plan and […]

Keeping Up With the Congress: Your Estate Plan Depends on It!

In 2019, there have been approximately 25 bills proposed by members of Congress that are directly related to estate taxes and many more impacting retirement planning. Here are a few examples: In January, by Rep. Jason Smith (R-MO), proposed a bill that called for the repeal of the estate and generation-skipping transfer taxes and made […]

Congress To Pass SECURE Act | Impact On You!

One piece of legislation which we are watching very closely is the SECURE Act (Setting Every Community Up for Retirement Enhancement Act of 2019). This bill, which passed the House earlier this summer, is now expected to pass Congress and to be signed into law as part of the currently pending budget bill. Among other […]

Bipartisan Compromise on Refundable Credits

Senators Mitt Romney (R-UT) and Michael Bennet (D-CO) have recently proposed a bi-partisan compromise to end the continuing negotiations on various tax and business changes being proposed in Congress. Their compromise includes expanding and reforming the child tax credits, making some technical corrections to the 2017 tax law, and permanently repealing the medical devise excise […]

Happy Thanksgiving from Altman & Associates

The Altman Team would like to wish everyone a very Happy Thanksgiving! In the spirit of the holiday, our offices will close at 1PM today. Please be safe if you're traveling and enjoy this special time with loved ones!

Veteran's Day

On Veteran's Day, and every day, we are thankful to all who serve. As President John F. Kennedy once said, "As we express our gratitude, we must never forget that the highest appreciation is not to utter words, but to live by them." If you want to support veterans and servicemen and women this November (or […]

Tips for Making a Will Online: Don't Do It

A writer for a prominent news site recently put out an inquiry for tips on making a will online. As an estate planning attorney for more than 25 years, my advice was this: Don't do it. Buying a pair of shoes online is one thing, but drafting a will online is another. If your goal […]

Planning to Keep the Family Home In the Family!

Somewhere, in a galaxy far, far away, siblings never disagree over how to care for an aging parent. Step-children never fight over who is entitled to which assets. Grandchildren never blow through inheritances. And families harmoniously manage and share family heirloom properties for years, each doing their part to make sure that it is intact […]

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Recent Posts

Happy Thanksgiving from the Altman Team

Tax Considerations & Estate Planning Opportunities to Consider Before the End of 2020 (Part 2 of 2)

Gary Altman Presenting at the FPA Winter Symposium

Tax Considerations & Estate Planning Opportunities to Consider Before the End of 2020 (Part 1 of 2)

Gratitude for our Veterans

Altman Warriors Once Again Hit the Pavement in Support of Hope Connections!

Estate Planning for Couples - Married, Unmarried, or Remarried

We ALL Need to Be Prepared for Incapacity

In Memory of Kent Wells

Trump v. Biden: How Their Tax Policies Will Impact Your Planning

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