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Scarinci Hollenbeck remains committed not only to providing top-tier legal services but also to regularly providing information and resources to our client base and internet following. Client Alerts provided by our attorneys supply businesses, municipalities, and more with the latest and relevant legal updates that may impact them and how they might be able to proceed.
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    Employers, Employees Still Confused Over DOMA Rules post image

    Employers, Employees Still Confused Over DOMA Rules

    Nearly two months after the U.S. Supreme Court’s ruling that the Defense of Marriage Act is unconstitutional, employers and employees alike are still confused about how the court’s decree will affect them. Employee Benefit News recently reported that many employers are unsure about whether they need to change their policies for same-sex couples immediately, and […]

    Author: Scarinci Hollenbeck, LLC

    Link to post with title - "Employers, Employees Still Confused Over DOMA Rules"
    Key Questions to Ask During Business Succession Planning post image

    Key Questions to Ask During Business Succession Planning

    Succession planning is an essential component to business continuity, a smooth transition, and effective estate and tax planning. Succession planning is an essential component to business continuity, a smooth transition, and effective estate and tax planning. However, when there are several individuals under consideration for the job, making a decision can be challenging when there is […]

    Author: Scarinci Hollenbeck, LLC

    Link to post with title - "Key Questions to Ask During Business Succession Planning"
    U.S., Cayman Islands Reach Tax Deal post image

    U.S., Cayman Islands Reach Tax Deal

    Falling in line with the push for greater global collaboration to combat tax evasion, the United States and the Cayman Islands have reached a tax deal to fight violations. The partnership – which is partially designed to encourage other low-tax and favorable tax havens to join the U.S’s anti-tax evasion legislation – means that the […]

    Author: Scarinci Hollenbeck, LLC

    Link to post with title - "U.S., Cayman Islands Reach Tax Deal"
    Spouses Should Be Aware of 'Gift-Splitting' Criteria when Gifting Assets post image

    Spouses Should Be Aware of 'Gift-Splitting' Criteria when Gifting Assets

    Lawmakers’ decision to both set the estate tax at $5.25 million for 2013 and increase the annual gift tax to $14,000 has been a welcomed sigh of relief for many affluent individuals and business owners. The gift tax, in particular, has historically been a key strategy Americans have used to transfer wealth to future generations […]

    Author: Scarinci Hollenbeck, LLC

    Link to post with title - "Spouses Should Be Aware of 'Gift-Splitting' Criteria when Gifting Assets"
    John Hancock Loses $560 Million Tax Lawsuit post image

    John Hancock Loses $560 Million Tax Lawsuit

    The U.S. Tax Court recently ruled against the John Hancock Life Insurance Co. in a tax lawsuit involving hundreds of millions in deductions, Bloomberg News reports. The court opposed John Hancock’s argument that tax deductions on a series of leveraged lease transactions – including depreciation, rental and interest expense, and transaction costs – amounting to $560 million were […]

    Author: Scarinci Hollenbeck, LLC

    Link to post with title - "John Hancock Loses $560 Million Tax Lawsuit"
    Bezos May Have Trouble Securing Tax Benefits With WaPo post image

    Bezos May Have Trouble Securing Tax Benefits With WaPo

    Amazon.com founder and chief executive Jeff Bezos turned some heads when the billionaire decided to purchase the Washington Post for a reported $250 million. While it remains to be seen what direction Bezos will take the newspaper, one thing some experts agree on is that he will need to utilize a hands-on approach with it […]

    Author: Scarinci Hollenbeck, LLC

    Link to post with title - "Bezos May Have Trouble Securing Tax Benefits With WaPo"
    The Birds and the Bees for Trustees post image

    The Birds and the Bees for Trustees

    Today, an increasing number of children are born with assistance of advanced reproductive technology. Such children may be conceived and born years after the death of a parent. This miracle of science poses difficulties for trustees administering existing trusts and lawyers drafting new trusts. A typical trust has a current beneficiary who receives distributions of […]

    Author: James F. McDonough

    Link to post with title - "The Birds and the Bees for Trustees"
    Will the Bitcoin Become a New Tax Evasion Tool? post image

    Will the Bitcoin Become a New Tax Evasion Tool?

    Bitcoins, a controversial but highly popular global digital currency, is being used by more consumers to make several types of transactions. Although no government has recognized the bitcoin as a legitimate currency or placed concrete value on its use, the anonymity afforded to bitcoin users, coupled with the growing trend of bartering them for assets that carry […]

    Author: Scarinci Hollenbeck, LLC

    Link to post with title - "Will the Bitcoin Become a New Tax Evasion Tool?"
    Estate of Turco: Is There Clawback For Insufficient Estate Tax Funds? post image

    Estate of Turco: Is There Clawback For Insufficient Estate Tax Funds?

    The lack of liquidity is a serious problem in the administration of an Estate, especially for a fiduciary with the potential for personal liability. The lack of liquidity can arise from no planning, illiquid assets or an unforeseen change in circumstances or market conditions. Federal estate tax is due nine months after death; however, it […]

    Author: James F. McDonough

    Link to post with title - "Estate of Turco: Is There Clawback For Insufficient Estate Tax Funds?"
    Rhode Island, Same Sex Divorce and Portability: Imperfect Together post image

    Rhode Island, Same Sex Divorce and Portability: Imperfect Together

    Rhode Island Governor Chafee issued an executive order directing the state to recognize same-sex marriages performed out-of-state. The executive order does not, however, permit same sex divorce.  Society is in a state of limbo where executive orders can address some, but not all, of the issues. How does one address the use of the Federal […]

    Author: James F. McDonough

    Link to post with title - "Rhode Island, Same Sex Divorce and Portability: Imperfect Together"
    Understanding the Estate Tax Portability Provision post image

    Understanding the Estate Tax Portability Provision

    Many affluent Americans and business owners breathed a sigh of relief when lawmakers prevented the federal estate tax exemption from reverting back to $1 million at the beginning of the year. Instead, Americans can exempt an indexed $5.25 million from federal estate taxes or $10.5 million for those who are married and file joint returns. […]

    Author: Scarinci Hollenbeck, LLC

    Link to post with title - "Understanding the Estate Tax Portability Provision"
    Uniform Acts, Modern Portfolio Theory, and An Unintended Consequence post image

    Uniform Acts, Modern Portfolio Theory, and An Unintended Consequence

    Trustees had been governed by the Reasonable Man standard for investing trust assets that were designed to preserve principal and avoid risk.  Then, Modern Portfolio Theory came into prominence and the Reasonable Man rule fell into disfavor. Modern Portfolio Theory (MPT), supported by the work of Nobel Laureates, became the prevailing theory. In the most […]

    Author: James F. McDonough

    Link to post with title - "Uniform Acts, Modern Portfolio Theory, and An Unintended Consequence"

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