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FOR INDIVIDUALS & FAMILIES

Seiler wants to keep you informed.

At Seiler LLP, we continually strive to provide our clients with current news, insightful opinions and tax planning tools throughout the year.

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Mar

28

2017

Disclosure of Foreign Accounts: 4 Facts about FATCA

The Foreign Account Tax Compliance Act (FATCA) requires certain U.S. taxpayers who have interests in “specified foreign financial assets” to provide information to the IRS. This article offers four facts for individuals about FATCA, such as which assets need to be reported and who might be exempt from the law’s requirements. If you hold assets […]

Sep

30

2016

Trust & Estate Insights September 2016

INSIDE THIS ISSUE • When an Inheritance Is Too Good to Be True: How Income in Respect of a Decedent Works • Know Your Options for Business Interest Transfers • Beware the Transfer-for-Value Rule When Dealing with Life Insurance • The Section 1031 Exchange: Why It’s Such a Great Estate Planning Tool

Aug

09

2016

Proposed Regulations Might Affect Your Estate Plan

Last spring, the IRS and U.S. Treasury announced upcoming changes to how equity is valued in family-owned entities, such as closely-held corporations, partnerships or LLCs. On August 4, the IRS formally published those proposed rules.

Jan

13

2016

For Joint Title Presumption to be Valid, Family Code § 852 Requirements Must be Met

The trial court determined when the husband added his wife as a partner in a modification of a partnership agreement; it converted the husband’s separate property interest to community property, and ordered the husband to pay the wife’s attorney fees and costs. The husband appealed asserting that his partnership interest was his separate property, regardless […]

Dec

23

2015

Favorable Tax Extenders Enacted

On December 18, 2015, the President signed into law the Protecting Americans from Tax Hikes Act of 2015 (PATH). The Act retroactively extends many favorable tax provisions that had expired at the end of last year. Some of the provisions are made permanent by the Act.

Sep

17

2015

Trust & Estate Insights September 2015

INSIDE THIS ISSUE • Life Insurance – A Powerful Estate Planning Tool for Nontaxable Estates • 4 Ways to Transfer a Family Business • The BDIT – Realize Estate Planning Benefits while Retaining Control • 21st Century Estate Planning Accounts for Digital Assets

Sep

04

2015

Major Changes to 2016 Tax Year Deadlines

Recently the President signed a new law that changes the due dates for partnerships, corporations, estates and trusts, and individuals with foreign accounts. The law is known as P.L. 114-41, the Surface Transportation and Veterans Health Care Choice Improvement Act of 2015.

Jul

29

2015

It’s April in July: Time for a Mid-Year Tax Checkup

Once the summer hits, it’s tempting to detach from the daily grind and focus on vacations and summer projects. But we want to encourage you to spend 15 minutes with your accountant now, to save time and effort later. Some of these ideas may apply to you, some to family members, and others to your […]