Back to the Office? Buy Yourself a Gift for Being Present

Back to the Office? Buy Yourself a Gift for Being Present

This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple... Read more »
IRS Increases Gift Tax Exclusion and GST Tax Exemption Limited Time Opportunity

IRS Increases Gift Tax Exclusion and GST Tax Exemption Limited Time Opportunity

Friday, September 1, 2023 At the beginning of 2023, the Internal Revenue Service (IRS) increased the amounts individuals can gift free of federal gift and generation-skipping transfer (GST) tax. The amounts now... Read more »
Tax Efficient Estate Gift Giving

Tax Efficient Estate Gift Giving

With the summer almost in the rearview, gift-giving may not feel like a top priority.  From a tax planning perspective, however, it might be the perfect season to consider making substantial gifts... Read more »
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