Tags » Estate Tax

If you made gifts last year, you may (or may not) need to file a gift tax return

While this article is not as current as it once was, we are posting it because it has some good information that is still valid. As always, please call or email if you have questions about your specific situation. 417 more words

Estate Tax

Interesting opportunities as a result of the new tax law

Slowly, we are starting to realize there are interesting opportunities as a result of the new tax law.  Many will take months or longer to come out. 135 more words

Life insurance policy and also the Inheritance tax

There are a number of essential aspects to consider when it involves thorough Estate preparation. Every family has special requirements, and every estate strategy is various and developed in such a way that finest meets those requirements. 447 more words

Estate Planning

2018 Estate Tax Changes And What May Be Ahead

The tax code overhaul brought a lot of changes, but for the estate tax, the most far-reaching result was what didn’t happen. Chiefly, you didn’t lose the capital gains break on inherited assets when they are sold. 486 more words

Advisor Products

Time to get your planned giving act together!

Baby boomers getting older….

The wealth transfer is coming….

Blah, blah, blah.  The same old, same old and no real difference in the numbers for planned giving.  240 more words

Tax Reform for Acceleration and Inclusion (TRAIN)

The Tax Reform for Acceleration and Inclusion (TRAIN) is the first package of the comprehensive tax reform program (CTRP) envisioned by President Duterte’s administration, which seeks to to correct a number of deficiencies in the tax system to make it… 18 more words

Income Tax

The Times They Are A-Changing (for Estate Planners)

The corporate tax cut is permanent, but most individual provisions of the Tax Cuts and Jobs Act (Pub L 115–97, 131 Stat 2054) are set to expire for tax years beginning after December 31, 2025. 747 more words

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