Tag Archives: Gift Tax

Ten Year-End Financial Considerations for Near-Retirees

Want to find out how you may be able to save approximately $1,000 this year, without even having to buy a lottery ticket? Well, it may take you a couple of hours to sit down and contemplate, but here are … Continue reading

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Think Avoiding Taxes is the Only Reason for a Will?

If you think avoiding taxes is the only reason to have a Last Will & Testament or other estate planning documents, you may want to reconsider that thought. Although the estate tax exemption has risen to great heights, meaning most … Continue reading

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‘Fiscal Cliff’ Deal Brings Changes to Estate Taxes and IRAs

Congress finally came to an agreement to avoid the “fiscal cliff,” and the agreement includes some changes to federal estate taxes and Individual Retirement Accounts (IRAs). The American Taxpayer Relief Act sets a permanent estate tax rate and provides a … Continue reading

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What is this “Portability” Nonsense, Anyway?

Under the provisions of the recently passed American Taxpayer Relief Act (“ATRA”), “portability” of the estate tax exemption between spouses has been made permanent.  So what does “portability” of the estate tax exemption actually mean? Well, in a nutshell, it … Continue reading

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2013 Tax Law Overview

Have you heard something about how the American Taxpayer Relief Act (“ATRA”) was passed, but you query what exactly that means? Well, despite a lot of bravado amongst congressmen, ATRA generally makes permanent many of the laws that were enacted … Continue reading

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Is your Retirement Protected from the “Fiscal Cliff”?

Okay, it may not be possible to entirely safeguard your retirement from the “fiscal cliff” talked about so readily in the news these days, but it is possible to make wise decisions with regard to your investments during retirement.  Also, … Continue reading

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CPA Q&A on the New Healthcare Surtax

Robert S. Keebler, a well-known and respected CPA, answers questions on the new healthcare surtax which will be implemented in 2013. Continue reading

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Controlling Heirs from the Grave

With the unusually favorable estate and gift tax rules set to expire, more and more Americans are beginning to consider whether it may be better to give away their money today to take advantage of these favorable laws. Until the … Continue reading

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Eyeing Early Retirement

Despite all the doom and gloom surrounding the economy the last few years, many people still desire to be one of the lucky ones who are able to retire early. If you find yourself dreaming of such, you better take … Continue reading

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Giving Your Home to Your Children Can Have Tax Consequences

Many people wonder if it is a good idea to give their home to their children.  While it is possible to do this, giving away a house can have major tax consequences, among other unforseen results. When you give anyone … Continue reading

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