Charitable Donors Should Consider Community Foundations

November 7, 2016 2:44 am

At the end of 2014, there were more than $2.6 trillion dollars in individual retirement accounts (IRAs). Take a moment to imagine what even a small percentage of... (more)

Presidential Candidates’ Tax Policies And Your Bottom Line

November 4, 2016 5:27 pm

With Election Day around the corner, it makes sense to look again at the presidential candidates’ tax policies. Clinton’s proposed tax policies would have an estimated immediate, cumulative impact of... (more)

Planning for Blended Families: Second or Later Marriages and Divorce of Beneficiaries

September 12, 2016 7:19 pm

A brief look at statistics reveals that family structure has dramatically changed over time and that there’s an astonishing variety of family structures out there. Everything ranging from... (more)

Should We Give an “F” to the Franchise Tax?

September 7, 2016 9:10 pm

When members of the Texas Legislature convene in Austin in January, they may face proposals to repeal and replace the Texas franchise tax.  Recently, researchers at the Mosbacher... (more)

July 2016 Prospective Client Newsletter

July 26, 2016 6:43 pm–P-C–Prospective-Client-Newsletter.html?soid=1113842475656&aid=YNk-lwbVXvM

Presidential Politics and Your Estate: 9-Point Plan from Frank Leffingwell & Associates, PC

July 25, 2016 8:04 pm

Although the 2016 presidential election hasn’t occurred yet, individuals should be aware of Clinton’s and Trump’s respective estate and gift tax proposals. Donald Trump: The current Trump proposal would... (more)

Business owners, is it time for Section 199?

June 29, 2016 5:12 pm

The Section 199 tax deduction was first introduced with the American Jobs Creation Act of 2004. It was intended to primarily benefit America’s manufacturing industry. Indeed, sometimes the... (more)

Have a Household Employee? Be Sure to Follow Tax Rules

June 29, 2016 4:56 pm

Many families hire people to work in their homes, such as nannies, housekeepers, cooks, gardeners and health care workers. If you employ a domestic worker, make sure you... (more)

When Your Circumstances Change, So Should Your Estate Plan

May 5, 2016 3:37 pm

Your estate plan was written to reflect your situation at a specific point in time –  and – as we all know – our lives continually change, unfolding... (more)

Wills vs. Trusts: In Plain English

March 1, 2016 2:20 pm

Everyone has heard of wills and trusts. Most articles written on these topics, however, often presume that everyone knows the basics of these important documents. But, in reality,... (more)