On behalf of Rebecca W. Geyer & Associates P.C. | Oct 23, 2019 | social security, Tax Planning
While we offer no direct tax advice at Geyer Law, collaborating with our clients’ tax advisors in arriving at a coordinated plan, we’re always alert for threats and opportunities that affect estate planning… They’ve dubbed it the “tax torpedo”, referring to extra...
On behalf of Rebecca W. Geyer & Associates P.C. | Dec 28, 2016 | Tax Planning
In the excitement of shopping for those special grandkid gifts, it may have slipped your mind. But please – don’t forget that December 31st deadline for making your Required Minimum Distribution from your IRA account. How does that work, again? Well, when you save...
On behalf of Rebecca W. Geyer & Associates P.C. | Sep 10, 2015 | Tax Planning
Recent presentations by Rebecca W. Geyer at the Elder Law Institute and the Family Law Institute included “Estate Planning for Same-Sex Couples”. With the Supreme Court’s decision in Obergefell v. Hodges legalizing same-sex marriage throughout the United States,...
