Gift Tax

  1. 5 Top Tax Concerns Clients Face

    Financial advisory clients may have more tax issues as their financial plans become ...
  2. Why Estate Planning Is Easier Than You Think

    When done properly, estate planning ensures that your beneficiaries receive your ...
  3. How Private Split-dollar Life Insurance Works

    Understand how a private split-dollar life insurance plan can help leverage gifts ...
  4. How to Gift Your Way to Lower Estate Taxes

    Estate planning is not just for inheritance. High net-worth individuals, who plan ...
  5. 8 States With Estate Taxes

    Understand the difference between the federal estate tax and state-specific estate ...
  6. Charitable Giving: How to Help Clients Do More

    The use of donor-advised funds is on the rise, but advisors could be doing more to ...
  1. Why did Berkshire Hathaway create Class B shares?

    Learn why Warren Buffett created Class B shares of its highly priced Berkshire Hathaway ...
  1. How do you file IRS Form 709?

    IRS Form 709 is for reporting gifts subject to gift and generation-skipping transfer taxes. Learn how to file IRS Form 7 ...
  2. What are the differences between a revocable trust and a will?

    Investigate the choice between a revocable trust and a traditional will and how their unique advantages can match asset management ...
  3. What happened to Bernard Baruch's estate after his death?

    Learn what became of financier Bernard Baruch's multimillion dollar estate upon his death in 1965, and learn about his philanthropic ...
  4. Why did Berkshire Hathaway create Class B shares?

    Learn why Warren Buffett created Class B shares of its highly priced Berkshire Hathaway stock and how this information is ...
Hot Definitions
  1. Derivative

    A security with a price that is dependent upon or derived from one or more underlying assets.
  2. Fiduciary

    A fiduciary is a person who acts on behalf of another person, or persons to manage assets.
  3. Sharpe Ratio

    The Sharpe Ratio is a measure for calculating risk-adjusted return, and this ratio has become the industry standard for such ...
  4. Death Taxes

    Taxes imposed by the federal and/or state government on someone's estate upon their death. These taxes are levied on the ...
  5. Retained Earnings

    Retained earnings is the percentage of net earnings not paid out as dividends, but retained by the company to be reinvested ...
  6. Demand Elasticity

    In economics, the demand elasticity refers to how sensitive the demand for a good is to changes in other economic variables. ...
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