Estate and Gift Tax Now
Many recent developments in the estate and trust planning community are game-changers for your estate plans. Watch as Lisa Matthews and Dave Sietsma discuss ways you can preserve and maximize your...
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2 Strategies for Increasing Flexibility in Estate Plans
By now, you’ve likely read about the current gift and estate tax exemptions and rates and the opportunities provided by them. If not, read CRI’s full website article detailing why the current estate...
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Which Gifts are Exempt from the Gift Tax?
Pop Quiz: Which of these gifts is exempt from the gift tax? a) A cashmere sweater b) A $14,000 check c) A new Cadillac Answer: Both a and b. For 2013, donors can exclude certain gifts of up to $14,000...
View ArticleSuccessfully Intersecting Business Valuation with Estate and Gift Taxes
Running a business has its challenges – from accounting responsibilities to staffing and seemingly everything in between. It’s easy for business owners to focus most of their attention on running the...
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