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CONTENTS
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The New Tax Law & Your Clients
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Lunchtime Tax Relief Brief
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ARCHIVE
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2001 Tax Bill Legislative Summary
May 31, 2001
Vol. 1 Issue 4
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Esate Tax Repeal: Much Ado About
Not Much
May 29, 2001
Vol. 1 Issue 3
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The New Tax Law & Your Clients
How the New Tax Law Affects Your Clients - Do they
need a new Will right away?
by Your Firm
"These changes make a nightmare
for people trying to plan. The worst mistake would be to assume the estate tax
will not be owed if one lives long enough. But even if one lives until 2010 and
repeal remains in effect, new problems arise that will require professional
advice." - From the New York Times (Sunday, June 3, 2001)
Smart marketing
Palm Handheld is Top Lawyer Marketing Tool
We were having
coffee at a wood-paneled Caribou Coffee house in Chicago as we searched our
contact databases and calendared a business meeting. I even sent an email to
myself as an additional reminder.
[FULL STORY]
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In this issue of the Tax Law News,
we offer observations for clients based on what we do know after a careful
reading of the new law and consideration of its impact on our clients. And, we’ve
made it easy for advisors who are asked by clients, "How does the new law
affect me?". Simply find the category which describes your client's current
situation in the Article which follows (click on the [Full Story] link
immediately below).
[FULL STORY]
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Lunchtime Tax Relief Brief
Income and estate tax reform cause new tangles
Get your team up to speed on the increased complexities caused by graduated
reform. How does the new law affect you and your clients? Contact your name @yourcompany.com
to book a brief but informative seminar. (email: yourname@yourcompany.com)
Legal'Zine!
Legal'Zine is our NEW online consumer eNewletter
reaching thousands of potential clients!
[FULL STORY]
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TAX LAW NEWS