Same-Sex couples

/Tag: Same-Sex couples

Marriage and Money

By |2017-05-09T22:13:48+00:00April 29th, 2016|Categories: Personal Planning, Uncategorized|Tags: , , , , , |

U.S. Supreme Court decisions have given same-sex married couples the same rights and privileges as opposite-sex married couples. If you're married or on your way to the altar, you'll want to sort through the financial implications and potential opportunities you have. 1. Evaluate your employee benefits Once you're married, you may want to coordinate workplace benefits [...]

Tax Considerations for Same-Sex Marriages

By |2014-03-04T17:04:46+00:00March 4th, 2014|Categories: Personal Planning, Uncategorized|Tags: , , , |

The U.S. Department of the Treasury and the Internal Revenue Service (IRS) have announced that same-sex couples who are legally married in jurisdictions that recognize same-sex marriage will be treated as married for all federal tax purposes. Guidance has been provided in the form of a Revenue Ruling (Rev. Rul. 2013-17).  Here is a link to [...]

IRS and Treasury Department Provide Guidance on Same-Sex Marriage

By |2013-09-05T17:14:57+00:00September 5th, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , |

The U.S. Department of the Treasury and the Internal Revenue Service (IRS) have announced that same-sex couples who are legally married in jurisdictions that recognize same-sex marriage will be treated as married for all federal tax purposes. Guidance has been provided in the form of a Revenue Ruling (Rev. Rul. 2013-17) and associated Frequently Asked Questions. [...]

Two Supreme Court Rulings Boost Same-Sex Marriage Rights

By |2013-06-27T20:32:32+00:00June 27th, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , |

On June 26, 2013, the U.S. Supreme Court announced its rulings on two landmark cases related to same-sex marriage. The 5-4 decisions bolster the federal benefits available to same-sex married couples and clear the way for same-sex marriages in California. In the first case, the court struck down Section 3 of the Defense of Marriage Act [...]