Category Archives: For LGBT Advisors

Resources for RDPs and/or married same-sex couples regarding new tax laws

Filing your 2010 taxes just got more complicated if you are registered domestic partners/married. Learn about the major changes and find resources that can help: Click here to view resources offered by Horizons Foundation. Share and Enjoy:

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IRS Publication 555 Updated

IRS Publication 555 updated to include Instructions for RDPs and “an individual in California married to another individual of the same sex.” To See Pub. 555, click here. Share and Enjoy:

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Estate Planning for the Family-Owned Business

Ninety percent of all U.S. businesses are owned by individuals who want to keep the business in the family. However, a low percentage of these businesses successfully transition to the next generation, primarily due to a lack of advance planning … Continue reading

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Tax Season Gets Trickier for Some Gay Couples- Article in New York Times

By TARA SIEGEL BERNARD Tax season often delivers more than the usual set of headaches for same-sex couples. But it’s about to get incredibly more complicated for couples living in California, Nevada and Washington. There is an upside, though. Many … Continue reading

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Posted in DLK in the News, For LGBT Advisors, LGBT | 1 Comment

Webinar: New Mandatory Federal Tax Filing Requirements for Registered Domestic Partners and Same Sex Married Couples

March 28, 2011 6:00-7:30PM PST *If you missed this event, please click here to access a pdf version of the slideshow that was made available to all attendees: Webinar Slideshow. Brought to you by Betty T. Yee, First District Member, … Continue reading

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