Alixsamaralaw

11/09/2023

Interesting info for my clients and friends.

The Internal Revenue Service announced its annual inflation adjustments to federal income-tax brackets for 2024

10/21/2021

This is a great article about the proposed tax changes. Time to look at your estate plan!

As many people are aware, Congress is considering changes to the federal tax code to support President Biden’s Build Back Better spending plan.  As of...

09/23/2021

I attended a very interesting seminar on this topic today. For many clients it may be time to revisit your planning.

A proposal from House Dems would repeal Roth conversions in individual retirement accounts and 401(k)-type plans for those making more than $400,000 a year.

08/24/2021

Loving my new Logo thanks to the amazing Jazlyn Huynh

01/22/2021

Interesting information that may impact your estate planning.

In responses running more than 100 pages, Janet Yellen answered follow-up questions on a wide range of subjects from senators after her confirmation hearing on Tuesday.

08/18/2020

There may be some big changes that will impact estate planning. Stay tuned.....

If Democrats take the White House and the Senate, as well as maintain their lead in the House, levies on income and estates for the wealthiest may rise.

08/10/2020

Interesting article.

The Tax Cuts and Jobs Act dramatically increased the unified federal gift and estate tax exemption. That may not last under a new administration.

07/28/2020

Interesting read!

07/25/2020

Fascinating information about all of the changes that this year may bring. Give our office a call, we can help.

The confluence of several factors—depreciated asset values caused by the COVID-19 pandemic’s effect on the economy, record-low interest rates, and...

07/17/2020

Interesting read....

The money going into employer-sponsored retirement plans dropped, due to layoffs and business losses that forced companies to reduce or stop matching.

06/08/2020

Reminder for all of us. Give our office a call, we can help.

Have you selected someone to speak for you if you cannot speak for yourself in a medical emergency? The time to plan is now.

03/20/2020

In an effort to continue providing top-notch services for our clients, we are now offering discounted rates for simple wills, healthcare powers of attorney and advanced directives. All meetings and document executions will take place electronically in line with social distancing. Call our office at (405) 286-9619 to learn more.