Open planning issues for couples affected by DOMA decision

09/19/2013 | Planner, The

The U.S. Supreme Court decision invalidating part of the federal Defense of Marriage Act may have raised more questions than it answered when it comes to financial planning for same-sex married couples. This article talks about the impact of the DOMA decision on areas such as military benefits, retirement benefits, Social Security and income and estate taxes. The writer suggests that planners determine which financial planning categories their clients occupy when it comes to the geographical and jurisdictional implications of the decision. For more resources from the AICPA PFP and Tax Sections to help plan for your relevant clients after the DOMA decision, visit aicpa.org/PFP/DOMA.

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Planner, The

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