Category: News

Planning for Georgia’s New Financial Power of Attorney Law

Posted Tuesday, June 27th, 2017
A new law governing financial powers of attorney in Georgia takes effect on July 1, 2017.  The Georgia legislature adopted these changes primarily to combat elder abuse caused by agents misusing financial powers of attorney and to force financial institutions and other third parties to accept valid financial powers of attorney. The new law will apply to financial powers of…

Timely Distributions of Trust or Estate Income Can Reduce Taxes

Posted Tuesday, January 24th, 2017
A trustee may be able to reduce income taxes by making a distribution of income from a trust to beneficiaries by March 6, 2017.  Similarly, an estate that reports its income on the basis of a calendar year may be able to reduce income taxes by distributing income to one or more beneficiaries by March 6, 2017.  Trust or estate…

2016 Year-End Tax Planning

Posted Monday, December 5th, 2016
  Following the November election, the next few years present the possibility of significant changes to income tax and gift and estate taxes.  These changes hold the promise of simplifying the tax code and possibly repealing some taxes altogether like the gift and estate taxes.  At the same time, some tax reform proposals indicate a possible new emphasis on capital…

Welcome to Our New Site

Posted Friday, October 28th, 2016
We will begin posting industry and company-related news soon.