Joe is the Client Tax Services Manager at HMB, providing tax compliance and tax planning advice for HMB’s clients and attorneys. He is an Illinois licensed CPA and has over 20 years of experience helping clients with tax planning and compliance as well as with the administration of trusts and estates.
Joe works with individuals, small businesses and the firm’s trusts and estates clients on all issues of tax and estate planning, administration and compliance. Clients appreciate his forward thinking and practical advice on tax compliance and tax planning challenges.
Near-term planning is good. A future-focus is better.
Congress appears poised to enact a major tax reform that could potentially make fundamental changes in the way you and your family calculate your federal income tax bill, and the amount of federal tax you will pay. This letter is designed to help you evaluate the changes that Congress is working on right now, and how those changes may impact your personal tax situation for 2017 and future years.
In a 5-4 decision handed this morning, the U.S. Supreme Court held that the Fourteenth Amendment of the U.S. Constitution guarantees the right to marry to same-sex couples.
For the first time in Pennsylvania's history, a gay couple who had existed legally as father and adopted son for over a decade to legitimate their relationship, ended their father-son relationship to finally legally marry.
Another tax season is upon us, and the hardships of complying with another annual tax return filing requirement affects most of us. However, for same sex couples, the hardships are further exacerbated by the different tax laws at the state level.
On November 6th, those fighting for the right to gay marriage across the entire U.S. were dealt a heavy blow when the U.S Court of Appeals for the Sixth Circuit ruled against the practice of gay marriage in four states (Kentucky, Michigan, Ohio and Tennessee)...
In a recent Private Letter Ruling (201438014), the IRS issued a taxpayer a triple-whammy...The moral of the story is that the tax issue could have been avoided by simply better coordinating the various parts of the client?s estate plan, including the IRA....