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Category Archives: For LGBT Advisors
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:
Posted in For LGBT Advisors, LGBT
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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
Posted in Estate Planning News, For LGBT Advisors
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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
Posted in DLK in the News, For LGBT Advisors, LGBT
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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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New IRS rule affects domestic partners- Article by Santa Cruz Sentinel
Posted: 03/27/2011 01:30:37 AM PDT By JONDI GUMZ SANTA CRUZ — With the deadline to file tax returns less than a month away, a new IRS rule for registered domestic partners is catching hundreds of people by surprise. The Internal Revenue … Continue reading
Posted in DLK in the News, For LGBT Advisors
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