Gift Tax

  1. Top 7 Estate Planning Mistakes

    Top 7 Estate Planning Mistakes

    Many people try to avoid this process altogether, making things difficult for heirs. ...
  2. Five Tax Strategies For A Bonus Or Windfall

    Five Tax Strategies For A Bonus Or Windfall

    That bonus for a job well done or inheritance from Great Uncle Alfred can often result ...
  3. Tax-Efficient Wealth Transfer

    Tax-Efficient Wealth Transfer

    Taxpayers with large taxable estates were required to take steps to reduce them before ...
  4. What The New Gift Tax Rules Will Mean

    What The New Gift Tax Rules Will Mean

    The lifetime maximum for gift taxes is $5.12 million. However, it could drop to $1 ...
  5. What Are Gift Taxes?

    What Are Gift Taxes?

    If you're not sure what gift taxes are, read on and we'll explain.
  6. Why Same Sex Couples Pay More Taxes

    Why Same Sex Couples Pay More Taxes

    Without the option to have a legally recognized marriage, gay and lesbian couples ...
  1. My 80-year-old mother used her Roth IRA assets to make an $11,000 annual gift tax ...

    Under the current version of the law, any IRA or Roth IRA assets that are gifted while the IRA owner is alive are considered ...
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