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The Power of Giving
In today’s estate tax environment we hear frequently about great opportunities with gifting in regards to the five million dollar exemption, and with good reason. The current five million dollar...
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Have I Made a Reportable Gift?
The Internal Revenue Service’s definition of a gift is “any transfer to an individual, either directly or indirectly, where full consideration is not received in return.” Consequently, there are many...
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A Guide To Gifts & Taxes
Leaving a financial legacy is a wonderful achievement. However, there’s something to be said for sharing the wealth when you can experience the joy of giving. If you’re worried about taxes taking a...
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