Tag Archives: Federal Estate Gift Tax

The Tax Deduction for People with Dementia

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April inevitably means tax time, so whether or not you need to file a return, this tends to be the season when you, and everyone else, think about deductions and techniques you might use to reduce the amount of tax … Continue reading

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Making Your Giving Count

           By now you have already been buried with requests from charities near and far, worthy and not-so-worthy, hoping to share in your good cheer during what is inevitably called the season of Giving.  If you’re like many parents (and … Continue reading

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To Gift, or Not to Gift

The topic of gifting assets is often an important discussion in the world of estate planning.  Generally, a main point of gifting is to remove assets from the estate of the donor to avoid potential estate taxes on the asset.  … Continue reading

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December is the season of giving.  It is also the time when I get the most questions about when to give, how much to give, and what the effect of that giving may be, on both my clients as well … Continue reading

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2014: By the Numbers

  Here’s a summary of some of the recently released numbers affecting tax benefits in 2014: $        Annual exclusion from gift taxes (the amount an individual may give to an unlimited number of donees each year) remains at $14,000.  The … Continue reading

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