by John C. Martin | Oct 11, 2012 | Estate Plan Maintenance, Tax Planning
The Advisory Team Approach to Estate Planning Estate planning is not simply the documents prepared by an attorney, nor is it the insurance and financial plan recommended by a financial advisor. Properly done, estate planning encompasses at least the legal and...
by John C. Martin | Aug 1, 2012 | Tax Planning
Now that the health care law has been declared constitutional, several significant provisions will become effective on January 1, 2013Tax #1: 3.8% Surtax on Investment Income This new tax will be levied on net investment income if modified adjusted gross income is...