annual exclusion
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Joe Nagel
IRS Tax Tip 2017-47: What Makes a Gift Taxable
By Joe Nagel, Esq., LL.M., CPA The IRS recently issued a useful tax tip defining
Joe Nagel
Opportunities to Take Advantage of Before Its Too Late
Tax laws are changing at the end of this year. Take advantage of these opportunities
Hoffman Estate Law
College Savings Plans
Section 529 college savings plans are a great way for anyone to both save for
Joe Nagel
Annual and Lifetime Gifts
Gifting can play an important role in reducing estate tax exposure. A gift is the
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Mike Hoffman
How Urgent is 2025 Exemption Gifting?
Hoffman Estate Law
Paying Your Taxes Safely: Leveraging IRS Direct Pay to Mitigate Fraud Risks
Tabitha Relota
Did you Contribute to a Syndicated Conservation Easement?
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