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Many people use their annual gift exclusion as part of an overall estate planning strategy.
Sara: "We had a pretty good year this year. After all the financial changes last year, we decided it was a... More
As the tax filing season moves into high gear, tax scammers continue to develop new strategies.
In IR-2018-27, the Service explained the latest tax scam. Because it is difficult for IRS software to... More
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.