May 11 2012
By Allen G. Yee One year later, but Social Security will be bankrupt 3 years sooner. The concept of social insurance was written into Article 22 of the Universal Declaration of Human Rights which states that Everyone, as a member of society, has the right to social security and is entitled to realization, through [...]
May 6 2011
By Allen G. Yee Back in March I wrote an article about Gift Tax in which I describe an exemption opportunity as “a window” that would possibly close in the next 2 years. This month I would like to discuss another window that can also have significant implications as to how your wealth may be [...]
Mar 9 2011
Allen G. Yee The end of the year is always met with a flurry of activities and changes, making it very difficult to touch on and discuss everything. However, this past December historic tax legislation was signed into law that can potentially have a significant impact on how you handle the succession of your wealth. [...]
Jan 4 2011
By Allen G. Yee Once again, Congress waited until the eleventh hour to extend, patch, and reinstate old tax laws, and once again, they made most changes temporary (generally, for two years). The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the 2010 Tax Act), signed into law on December 17, 2010, [...]
Nov 1 2010
By Allen G. Yee What do Dan Duncan, John Kluge and George Steinbrenner have in common? Well at the very least they were each listed in the October 19, 2009 issue of Forbes Magazine in an article titled The Richest 400 Americans and all three passed away during 2010, a year of death that is [...]
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