Special Report- Same-Sex Marriage Decisions by the Supreme Court Open Doors for Tax Planning and Benefits
FREE Special Report!
Same-Sex Marriage Decisions by the Supreme Court Open Doors for Tax Planning and Benefits
Two U.S. Supreme Court Rulings with Tax Implications
Over the past two years, the U.S. Supreme Court has ruled on two important cases involving same-sex marriage — Windsor and Obergefell. These decisions provide clarity for same-sex couples caught between different state and federal tax rules. The IRS and DOL provided additional guidance on how same-sex marriage will be handled for income tax and employee benefits purposes. This special report summarizes the legal and regulatory guidance and suggests ways that same-sex couples can benefit from these changes in the areas of federal and state income taxes, qualified retirement plans, social security and estate, trust and gift taxes.
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This webinar will review the history of Windsor and Obergefell Supreme Court Cases and the progress of marriage equality in the U.S. and its impact on taxation. We will also cover issues LGBT couples (married and not married) are facing from a tax perspective, including the possible need for amended income tax returns, and how to recover payroll taxes. Finally, we will discuss economic and tax issues that should be considered when helping clients quantify the financial impact of marriage.
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