by Addis & Hill | May 10, 2017 | Financial Planning, Lesson Plans, Taxes
Many of our clients are quite interested in the benefits of inherited IRA’s. The attached article by Phil Levin, a noted Estate Planning expert in the area, discusses a “gotcha” which would negate the future deferral of taxes for an inherited IRA in the eyes of the... by Addis & Hill | Dec 9, 2016 | Taxes
As I was sitting down to write a blog post about year-end tax planning, specifically about realizing capital gains and tax-loss harvesting, Michael Kitce’s blog post arrived in my inbox. A friend of NAPFA, Michael has a much more eloquent style of writing about... by Addis Hill Inc. | Nov 12, 2015 | General, Perspectives, Retirement Planning, Taxes
If you created your estate plan more than five years ago (and especially if more than 10 years ago), it might be time to peak at the documents, especially if you created a bypass trust otherwise known as a credit shelter trust, according to Phil Levin, a Radnor based... by Addis Hill Inc. | Apr 13, 2015 | Perspectives, Taxes
For some reason we see people afraid of filing an extension with the IRS to file their tax return. For some reason, people think they are sending in the return late or that it raises a red flag with the IRS, which is not the case. Although estimated taxes...
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