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Tag: Gift

Doing Good and Lowering Your Tax Bill

Doing Good and Lowering Your Tax Bill

  2014 is about to end and you might be thinking about how to lower your tax bill. Given the holiday season, you might also be thinking about how to do some good in the world. There’s still time to do both! Charitable contributions can be an effective tool to lower your tax bill...  Read More

Tax-Free Gifts in 2014

Every year each individual is allowed to give an unlimited number of tax-free gifts. For 2014, that gift amount is $14,000. Also, direct payments of tuition to educational institutions or direct payments of medical care to providers made on behalf of another person are not subject to...  Read More

Estate, Trust & Gift Tax for 2014

I recently made a presentation to financial industry professionals regarding tax issues for Estate & Trusts gifts.  Here is a movie of the slideshow presentation.  Have questions?  Feel free to contact me! Youtube video: Estate, Trust & Gift Taxation 2014  ...  Read More

IRS Estate Tax Exemption for 2013

The IRS announced in the Revenue Proceedure 2013-15 that the estate tax exemption for 2013 is $5,250,000.  This means that if you forgot to make that $5 million gift before December 31, 2012 you are in luck because you can make it this year!...  Read More