Estate and Gift Tax Changes
By: Gerard O’Flaherty The Two-Year Tax Relief Act signed into law on December 17, 2010 made sweeping changes to many tax provisions and includes significant developments in estate planning tax law. Each person will have a $5 million “portable” unified … Continue reading
Profile of Attorney Jerry O’Flaherty
Estate planning attorney Jerry O’Flaherty was recently profiled in Gundersen Lutheran Medical Foundation’s newsletter.
Click below to see the full article.
IRA Rules Simplified
By: Gerard O’Flaherty By law, you must withdraw a minimum amount from your tax-deferred retirement savings every year once you reach age 70 ½. The requirement is intended to ensure that retirees eventually pay taxes on their tax-deferred retirement savings. … Continue reading
New Developments in IRA Planning
By: Gerard O’Flaherty Recent developments in IRA planning are significant and should be considered by all persons with retirement plans. Download this document
