Blog - "Altman Speaks"

The Importance of IRA & Tax Planning in Maryland

Retirement only seems far away, or maybe it doesn’t. If you have acted responsibly, then you hopefully began saving for your retirement from a relatively young age. But saving and picking the right investments is only part of the process. Are you putting those retirement assets in a scenario where they receive the best possible […]

Buying the '12 Days of Christmas' Is Going to Cost You 0.6% More This Year!

This week, PNC Bank released it's 2015 Christmas Price Index which measures the present-day cost of buying all of the gifts mentioned in the famous "12 Days of Christmas" carol. PNC started the tradition back in 1985 and, every year since, a team of economists adjusts the index accordingly for fun. The changes since last year are highlighted in […]

Update on the Washington, D.C. Estate Tax

In 2014, the Washington, D.C. City Council passed a tax reduction bill that provided for certain taxes to be reduced if projected revenues reached specified thresholds. There were 26 possible tax reductions and the increase in the exemption for D.C. estate taxes from $1,00,000 to 2,000,000 was the 15th priority. Therefore, apparently, the projected revenue increase […]

"Estate Planning for the Never-Married" - Gary Altman Advises Singles to Make Choices

In a recent interview with The NY Times, Gary Altman stresses the importance of having an estate plan, even for those who have never been married. According the Pew Research Center who analyzed recent census data, 20 percent of adults age 25 and older in 2012 had never married. This number is up from just 9 […]

Year-end Financial Planning Checklist

Our friends at The Andrews-Balboa Wealth Management Group shared some valuable end-of-the-year planning information with us that we thought prudent to pass along. Their complete "2015 Year-End Planning Guide" includes information such as: Legislation watch Tax figures to note Tax planning strategies Investment planning Estate planning Charitable planning Retirement planning and a 2015 Year-end planning checklist. Download a […]

The Bipartisan Budget Act of 2015

Yesterday, President Obama signed into law a two-year bipartisan budget deal which extends the nation's debt limit through 2017, sets spending levels through September of that year, and raises the spending caps set in place in 2011 (providing for $80 billion in sequester relief split evenly between defense and non-defense). The deal contains additional provisions, intended to offset […]

Estate of Anne Burch Hayes Disputes Tory Burch Share Sale

Anne Burch Hayes, of Wayne, Pennsylvania, a former personnel manager and volunteer, died on March 4, 2009, at age 52, of esophageal cancer at Penn Hospice at Rittenhouse in Pennsylvania. Last week, in the U.S. Tax Court, her Estate challenged an enormous $2.4 Million IRS tax bill and additional $400,000 penalty for what the IRS […]

Altman Team Supports A Wider Circle at Their Community Ball

Earlier this month, Altman team members Jamie Zhang, Aubrey Mirkin and Coryn Rosenstock represented Altman & Associates at A Wider Circle's 2015 Community Ball. The ball, which took place at the JW Marriott in Washington, DC, is the non-profit's annual fundraiser. This year, Sen. Cory Booker (NJ) and Sen. Tim Scott (SC) were honored for their ongoing commitment […]

Montgomery County Drivers, Be Aware! New Tactic for Catching Cell Phone and Seatbelt Violations

Montgomery County authorities have come up with a new way to catch motorists who are illegally using a cell phone or driving without their seatbelts fastened. This week, during the morning rush hour on River Road, motorists saw a man holding a cardboard sign, whom appeared to be homeless. He was nothing of the sort, but […]

Feel Good Friday: My Father's 9/11 Musical Tribute, "September Morning"

My father, David Kanter, was born and raised in New York. He is often impatient and stubborn, loves diners, eats whitefish on bagels and, until I brought it to his attention a couple years back, was completely unaware that he pronounced "huge" without the "h". I find that endearing. A classically trained trombonist, he graduated […]

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Recent Posts

Holiday Hours

Tips to Successful Business Succession Planning

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Don’t Wait Too Long for Business Succession Planning

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Happy Thanksgiving!

Post-Election Blues? Don't Leave Before Considering the Tax Consequences!

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