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 new on estate planning.This year, […]

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 heroes. […]

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, joy and good health in the New Year! We are here for you! […]

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 Team

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 year, and also provides an opportunity for last-minute spending, such as making charitable contributions […]

New Rules on IRA Rollovers

The IRS recently issued Notice 2014-54. What does it mean for our clients? This Notice is a regulatory change that will impact rollovers to IRAs. Many people face the challenge of deciding to roll or not to roll. Sometimes people want to roll their 401(k) because they switched jobs. It can be uncomfortable leaving money […]

Feel Good Friday: The 12 Days of Holiday Planning

As we approach the holiday season, a time of tradition and thanksgiving, of cheer and renewal, lets reflect through song on the things that are truly important in our lives. Written by Gary Altman, Esq.

Feel Good Friday: Volunteering in Montgomery County!

Contributing time and resources to charitable organizations has always been important to the Altman team. With the Holiday Season in full swing, the giving spirit is in the air and there are plenty of worthwhile organizations in need of help. If you're interested in volunteering your time locally but don't know where to go, the Montgomery County […]

Q&A: Reducing Taxes and Improving Financial Position

Q: With the end of the year quickly approaching, what are some important tax, estate planning and financial planning measures we can take to reduce our taxes and improve our financial position? A: Year-end financial oversights and mistakes can be costly. With so many gifts to purchase and holiday parties to attend, it is easy […]

Our Holiday Hours this Week

Our office will be closed Thursday and Friday this week. We will re-open on Monday, December 1st at 9:00 am. Our new webmaster and expert SEO is Mark Lovett Web Design in Gaithersburg,MD. Wishing you and yours a Happy Thanksgiving! - The Altman Team

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