As more and more Americans get vaccinated from COVID-19 and states are relaxing their pandemic related restrictions, many attorneys are wondering if it’s time to resume in-person operations, including live in-person seminars in their communities. You’ve planned successful in-person events in the past and have brought people together. It may now be time to dust […]
The current estate tax exemption is $11.7 million. This is a record high. The “permanent” exclusion is $5 million and is adjusted for inflation from a 2011 base year. Then the Tax Cuts and Jobs Act temporarily doubled it. At the end of 2025, the doubling goes away. So, in 2026, the exemption will be […]
As a human resource professional and advisor, I work with hiring managers to ensure they are finding the best possible candidates to fill positions. When I begin working with a new hiring manager, we find that many individuals use their gut instinct to make tough decisions, and unfortunately, their bias can prevent them from selecting […]
Every year there are numerous tax proposals. These proposals run the gamut. We start paying attention when there’s a change in power in Washington, D.C., especially when there’s not divided government. Right now, Democrats control the House by a narrow margin and the Senate is evenly divided, with Vice President Harris able to cast a […]
Conferences are an exciting and an important opportunity to develop as both a professional and a leader; whether the conference is online or in person you gain new insights, generate new ideas, and leave inspired and excited. However, without the proper preparation, the impact may not be as transformational as you may have hoped. Fast […]
What’s the role of an Estate Planning attorney? Is it merely to document a client’s wishes? Or is it to counsel the client regarding those wishes and then craft a plan that best fits their situation? Clearly, it’s the latter. For example, if a client walks into your office and says they want to leave […]
Google My Business (or GMB) is an online platform that allows law firms to manage their web presence across all Google products, including Google Maps, Google Search and Knowledge Graph. It’s considered an online business listing that contains information about your law firm, similar to other directory listings, such as Yelp or Yellow Pages. But, […]
Congress has tried in many ways to help employers through the COVID-19 pandemic. The headline news was the Payroll Protection Program, passed as part of the CARES Act last year. But, the Taxpayer Certainty and Disaster Relief Act of 2020, enacted on December 27, 2020, made some changes to the employee retention tax credits previously […]
I recently had to clear out my parents’ home here in Albuquerque. As a Baby Boomer facing a lifetime of photographs, paperwork, furniture and memorabilia, this has been a daunting challenge. My parents used to split their time between Florida and New Mexico, but the pandemic put a stop to that. As they have aged, […]
It’s difficult to even think that someone might not want to accept inherited assets. But sometimes clients don’t need any more assets and a newfound inheritance simply may compound their estate tax issues. This is the second of two articles regarding disclaimers. The first article examined the basics of disclaimers. This second article examines a […]
