OUR PHILOSOPHY


At Katz Baskies we are dedicated to providing premier legal service to clients engaged in private wealth creation, preservation, management and transfer, for themselves, their families, and the community.


Our practice areas include the broad scope of income tax planning, sophisticated wealth transfer planning (including gift and estate tax planning), estate and trust administration, prenuptial and postnuptial agreements, and documentation of corporate and partnership transactions applicable to entrepreneurs.

 

 

NEWS OF INTEREST

Client Update (January 2013) - Highlights of the American Taxpayer Relief ActTaking effect January 1, 2013, the American Taxpayer Relief Act extended/increased the gift, estate and generation-skipping tax exclusions, while increasing the gift, estate and generation-skipping tax rate to 40% and increasing certain income tax rates as well. 

 

End of Year Tax PlanningThe Community Foundation of Broward County recently invited Tom Katz to speak on end of year gift and income tax planning.  Click on this link to read his outline.

 

Client Update (Aug 2012) - Act Now to Take Advantage of $5 Million Gift/GST ExemptionsIn a recent client update, Katz Baskies LLC advised that now is the time to contact us to review your estate plan to determine if there are planning strategies that can be implemented before year-end to utilize the $5 million gift and GST tax exemption and take advantage of what could be a “once in a lifetime” opportunity.

 

 

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