Posts Tagged: tax

Ensuring Trust Terms Are Drafted To Maximize Income Tax Savings

December 14, 2015

By: Matthew F. Penater, J.D., LL.M. — For those of us who have established a trust, are a beneficiary of a trust, or are considering implementing a trust into our estate plan, the recent changes in trust income tax rates warrants our attention. If a trust is in existence, a review of the trust …

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5 Easy Things You Can Do To Manage Your Business Better

October 29, 2015

By:  Matthew F. Penater, Esq. As a Business Succession attorney, I have the opportunity to see into the internal operations of businesses, especially all the legal-related problems business owners encounter.  The most common issues I see have to do with improper financial reporting and tax reporting.  But, I see any number of additional issues …

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