Blog - "Altman Speaks"

Feel Good Friday: Insuring a Better World Fund

Yesterday morning I went to a breakfast for a new charitable fund. The "Insuring a Better World Fund" will accept donations of unwanted life insurance policies and the donor can direct where the death benefit will go. The donor gets an income tax donation on the policy. The fund pays all premiums. This is a very simple […]

More from Orlando: Even When Estate Taxes Are Irrelevant, Planning is Still Critical

Today I overheard a couple of lawyers discussing future tax legislation and what they believe the tax law should be. Given that this week at Heckerling has been based on the premise that very few individuals will ever be subject to estate tax (less than .5% of the population), I am once more reminded that a future tax law […]

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 […]

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Recent Posts

Feel Good Friday: Insuring a Better World Fund

More from Orlando: Even When Estate Taxes Are Irrelevant, Planning is Still Critical

Greetings from Orlando...

The Legendary Stuart Scott

Feel Good Friday: How Thankful We Are...

Happy Holidays!

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

New Rules on IRA Rollovers

Feel Good Friday: The 12 Days of Holiday Planning

Feel Good Friday: Volunteering in Montgomery County!

« Previous 1 … 39 40 41 42 43 … 77 Next »