Ross & Moncure - Tax Specialists

Ross & Moncure is a public accounting firm specializing in the taxation of high-net-worth individuals, multinational individuals, non-immigrant visa holders, freelancers, small-and-medium enterprises (SMEs), and the US operations of foreign corporations. The firm provides tax preparation services, highly-customized Professional Employer Organization (PEO) services, and reporting and consulting services relating to the Foreign Account Tax Compliance Act (FATCA) and cross-border compliance requirements.

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Blog

Sooner Rather Than Later: Putting the DSUE to Use

In prior postings, I wrote about the Deceased Spouse’s Unused Exclusion (DSUE), and the unintended consequences of a reduced DSUE when a surviving spouse remarries. In today’s post, I’ll be writing more about Betty and Howard. You’ll recall that Betty’s first husband, Arnold, passed away in 2013, leaving $3 million to the couple’s children. Although …Read More

Second time around: Estate planning for second (and subsequent) marriages

In my last post, I explained how the Deceased Spouse’s Unused Exclusion (DSUE) can be “inherited” by the surviving spouse, helping to shield their heirs from federal and state estate taxes that can combine to exceed a rate of 50%. But what happens when a widow or widower with a DSUE remarries? The answer may …Read More

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