The document summarizes current estate planning techniques in light of changing tax laws and proposed changes. It discusses opportunities for married couples and single clients to make use of the large lifetime gift and estate tax exemptions. It also outlines proposals to limit valuation discounts, require minimum GRAT terms, limit GST exemption duration, and coordinate grantor trust income and transfer tax rules. The document is intended to help estate planning clients navigate the changing tax landscape.
Agenda: Tax Updates for Individuals; Tax Update for Businesses; Fiscall Cliff; Disposition of Assets or Business Interests; Depreciation; Basis Issues; Business Income and Deductions; Estate Planning; Other Cases and Rulings.
"2012/2013 Income, Estate and Gift Tax Changes a Result of the 'Fiscal Cliff'...Dinsmore & Shohl LLP
"2012/2013 Income, Estate and Gift Tax Changes a Result of the 'Fiscal Cliff'," Financial Planning Association of Southwestern Ohio, Election Preview Virtual Conference
Agenda: Tax Updates for Individuals; Tax Update for Businesses; Fiscall Cliff; Disposition of Assets or Business Interests; Depreciation; Basis Issues; Business Income and Deductions; Estate Planning; Other Cases and Rulings.
"2012/2013 Income, Estate and Gift Tax Changes a Result of the 'Fiscal Cliff'...Dinsmore & Shohl LLP
"2012/2013 Income, Estate and Gift Tax Changes a Result of the 'Fiscal Cliff'," Financial Planning Association of Southwestern Ohio, Election Preview Virtual Conference
Keep this handy Individual Income Tax chart to help quickly discover the changes from 2012 to 2013 as a result of "The American Taxpayer Relief Act of 2012." You have to love how Congress names their legislation.
How to Prepare Your Startup for Venture Capital Investment - Part 2 Venture...ideatoipo
Getting venture capital funding is the ultimate yet often elusive goal of many Silicon Valley startups. Venture capital funding dramatically improves a startup's chances of having a big IPO or buy out exit. Most startups at their inception have the hope, if not the expectation, that they will eventually receive venture capital funding.
In the current environment, venture capital funding has become more competitive, but it is still available. This presentation is the second of two parts and will cover typical venture capital deal terms and points, negotiating with venture capitalists and what to expect in the current environment.
Corporate, startup and venture capital attorney Roger Royse will discuss:
1) Should you be approaching venture capitalists now
2) How (and when) you should value your startup for venture capitalists
3) What are typical venture capital financing terms
4) What terms you may negotiate and what terms are standard
5) How to protect yourself from dilution, freeze outs and forfeiture of shares
6) How to manage your investors after the close
7) Planning for a venture capital backed exit
8) What to do when things go wrong
9) Troubled company terms, down rounds and recaps
10) How to access and leverage funding sources during a global economic crisis
and more!
2013 Changes in Tax Law and Year End Tax Planning Opportunities
Individuals
o 2013 tax rates
o Tax on investment income
o Other changes in tax law affecting individuals
o Year end planning opportunities
Businesses
o Employment tax
o Depreciation
o Pass-through entities
Estate and Gift Tax
o Exemption amounts
o Tax rates
o Gifting strategies
o Valuation discounts
o Grantor trusts
The Tax Diversify Your Retirement Income with Life Insurance sales presentation will help you understand the importance of tax diversification and the benefits that a Custom Whole Life (CWL) policy can provide. In addition to the traditional benefit of death benefit protection, the cash value of the CWL policy accumulates tax-deferred and can generally be accessed on a tax-free basis*.
Use the concept presentation and other materials to discuss how life insurance not only provides death benefit protection, but can also be a tax diversification tool.
Contact me if you would like to discuss
*The cash value is accessed through policy loans, which accrue interest at the current rate, and cash withdrawals. Loans and withdrawals will decrease the total death benefit and total cash value. The supplemental retirement income is not guaranteed.
InKnowVision February 2013 HNW Technical PPT - Captive InsuranceInKnowVision
Scott Hamilton, CEO of InKnowVision, will discuss the use of captive insurance companies for estate planning, business tax planning, risk management and income tax benefits. All of these benefits can be substantial for the right company. As a CPA, attorney or financial advisor you will want to learn about captive insurance planning to help your clients reduce their tax liability, transfer more wealth out of their estate, manage risk, and much more.
This program is ideal for those who wish to reach the HNW market and those who have business clients with gross revenues of $10M and higher.
The election is over - now what? We recently held free tax planning and preparation seminars discussing the tax consequences of the 2012 election.
The seminar featured Steven Hartstein, CPA, JD - Partner, and Jenna Staton, EA - Manager, and covered several topics including:
•Year end tax planning for individuals and businesses
•Year end tax planning using the estate and gift tax laws for 2012
•2013 tax law if no changes are made
•What the future holds based upon post-election Congress
If you have questions, please feel free to contact our Tax Planning & Preparation Group at 440-449-6800.
Hot off the press! Here's an updated tax table after yesterday's UK budget. If you want to talk about making the most of what's allowable, talk to a professional adviser.
Keep this handy Individual Income Tax chart to help quickly discover the changes from 2012 to 2013 as a result of "The American Taxpayer Relief Act of 2012." You have to love how Congress names their legislation.
How to Prepare Your Startup for Venture Capital Investment - Part 2 Venture...ideatoipo
Getting venture capital funding is the ultimate yet often elusive goal of many Silicon Valley startups. Venture capital funding dramatically improves a startup's chances of having a big IPO or buy out exit. Most startups at their inception have the hope, if not the expectation, that they will eventually receive venture capital funding.
In the current environment, venture capital funding has become more competitive, but it is still available. This presentation is the second of two parts and will cover typical venture capital deal terms and points, negotiating with venture capitalists and what to expect in the current environment.
Corporate, startup and venture capital attorney Roger Royse will discuss:
1) Should you be approaching venture capitalists now
2) How (and when) you should value your startup for venture capitalists
3) What are typical venture capital financing terms
4) What terms you may negotiate and what terms are standard
5) How to protect yourself from dilution, freeze outs and forfeiture of shares
6) How to manage your investors after the close
7) Planning for a venture capital backed exit
8) What to do when things go wrong
9) Troubled company terms, down rounds and recaps
10) How to access and leverage funding sources during a global economic crisis
and more!
2013 Changes in Tax Law and Year End Tax Planning Opportunities
Individuals
o 2013 tax rates
o Tax on investment income
o Other changes in tax law affecting individuals
o Year end planning opportunities
Businesses
o Employment tax
o Depreciation
o Pass-through entities
Estate and Gift Tax
o Exemption amounts
o Tax rates
o Gifting strategies
o Valuation discounts
o Grantor trusts
The Tax Diversify Your Retirement Income with Life Insurance sales presentation will help you understand the importance of tax diversification and the benefits that a Custom Whole Life (CWL) policy can provide. In addition to the traditional benefit of death benefit protection, the cash value of the CWL policy accumulates tax-deferred and can generally be accessed on a tax-free basis*.
Use the concept presentation and other materials to discuss how life insurance not only provides death benefit protection, but can also be a tax diversification tool.
Contact me if you would like to discuss
*The cash value is accessed through policy loans, which accrue interest at the current rate, and cash withdrawals. Loans and withdrawals will decrease the total death benefit and total cash value. The supplemental retirement income is not guaranteed.
InKnowVision February 2013 HNW Technical PPT - Captive InsuranceInKnowVision
Scott Hamilton, CEO of InKnowVision, will discuss the use of captive insurance companies for estate planning, business tax planning, risk management and income tax benefits. All of these benefits can be substantial for the right company. As a CPA, attorney or financial advisor you will want to learn about captive insurance planning to help your clients reduce their tax liability, transfer more wealth out of their estate, manage risk, and much more.
This program is ideal for those who wish to reach the HNW market and those who have business clients with gross revenues of $10M and higher.
The election is over - now what? We recently held free tax planning and preparation seminars discussing the tax consequences of the 2012 election.
The seminar featured Steven Hartstein, CPA, JD - Partner, and Jenna Staton, EA - Manager, and covered several topics including:
•Year end tax planning for individuals and businesses
•Year end tax planning using the estate and gift tax laws for 2012
•2013 tax law if no changes are made
•What the future holds based upon post-election Congress
If you have questions, please feel free to contact our Tax Planning & Preparation Group at 440-449-6800.
Hot off the press! Here's an updated tax table after yesterday's UK budget. If you want to talk about making the most of what's allowable, talk to a professional adviser.
Description: Where we stand on a series of potential tax law changes – including the end to the so-called “Bush era tax cuts”, as well as new taxes that were enacted as part of the health care reform legislation.
In the 13th hour, Congress avoided the “fiscal cliff” by passing the American Taxpayer Relief Act. This legislation preserved most of the George W. Bush-era tax cuts and carved out some new rules as well. This presentation will provide context around the passage of the American Taxpayer Relief Act and will summarize its provisions, with an emphasis on the impact of this major legislation to retirement plans. Additionally, remaining economic headwinds that prevail in the United States will be examined.
In the past year, we have taken a deep dive into our most pressing challenges in creating a fully diverse and inclusive workplace and actions we can take right now to ignite change in our communities. In our 2020 Annual Report on Diversity & Inclusion, we outline our year that was, and our strategy for 2021.
Dinsmore hosted the third women’s client development event at Castle & Key in August 2019. More than 50 female client representatives attended the event with more than 20 Dinsmore women attorneys. The venue was beautiful and the food fantastic! Our clients enjoyed the event and have given positive feedback.
We're grateful to everyone who took time to help and who were able to attend.
#IamDinsmore
In Law & Equity, Dinsmore’s LGBTQ Affinity group was created in 2018 to promote, embrace, and support diversity and inclusion within the firm; strengthen connections between Dinsmore and the LGBTQ communities around us; provide resources to foster, enhance and sustain the health and well-being of the firm’s LGBTQ staff and attorneys; and advocate visibility, respect, and equality for all.
“MSHA Enforcement Trends for Metal/Nonmetal Mine Operators” – National Stone, Sand and Gravel Association Convention, Safety and Health Committee. Charlotte, North Carolina
Managing Your Mine: Traveling with Inspectors, Dollars and Sense, and Pattern...Dinsmore & Shohl LLP
"Managing Your Mine: Traveling with Inspectors, Dollars and Sense, and Pattern of Violations,” National Stone, Sand and Gravel Association AGG1 Academy, Charlotte, North Carolina