It may be in your best interest to file a gift tax return
If you’ve given a significant financial gift to a family member, you may wonder whether you’re required to file a gift tax return. Even if
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If you’ve given a significant financial gift to a family member, you may wonder whether you’re required to file a gift tax return. Even if
As a formal estate planning term, “tangible personal property” likely won’t elicit much emotion from you or your loved ones. However, the items that make
Irrevocable trusts can allow for the smooth, tax-advantaged transfer of wealth to family members. But there’s a drawback: When you set up an irrevocable trust,
Does your estate plan call for making gifts to your grandchildren or other loved ones more than one generation below you? Or, perhaps to you
Estate planning isn’t just about sharing wealth with the younger generation. For many people, it’s equally important to share one’s values and to encourage their
Owners of closely held businesses typically have a significant portion of their wealth tied up in their enterprises. If you own a closely held business
The following is a summary of the most important tax developments that have occurred in the past three months that may affect you, your family,
High-income taxpayers will be hit with two big tax hikes under the recently enacted health overhaul legislation: a tax increase on wages and a new
The 2012 American Taxpayer Relief Act, signed into law on Jan. 2, 2013 by President Obama, is a sweeping tax package that addresses the permanent
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