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The Window to Gift Is Open

Time To Gift

One of the major changes in the 2017 Tax Cuts and Jobs Act was an increase in the estate and gift exemption, which is the amount that one can gift during their life or at…

Upstream Gifting

Upstream Gifting

With the passage of the Tax Cuts and Jobs Act, the estate and gift tax exemptions were doubled from approximately $5.6 million to $11.2 million per person. With fewer individuals facing an estate tax issue,…

The Tax Benefit for Protecting Land

Tax Benefit For Protecting Land

Every so often we will see a family who has land that has been in the family for generations and has great sentimental value as a result.  The problem often faced by the current generation…

Tax Bill Changes Explained

After the 2016 election, many Americans wondered what the major overhaul to the US Tax Code would look like and what the tax bill changes would be. Rumors circulated that a bill would pass early…

IRS Updates – What’s on the Horizon for 2018

IRS Updates - What's On The Horizon For 2018

In 2018, the IRS will be raising many of the contribution and exclusion limits that we’ve grown accustomed to over the past few years. Two important provisions that will be increased are the 401(k) contribution…

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