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Pay Bill Get Ready for the 2023 Gift Tax Return Deadline
Did you make large gifts to your children, grandchildren or others last year? If so, it’s important to determine if you’re required...
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The 2022 Gift Tax Return Deadline is Coming Up Soon
Did you make large gifts to your children, grandchildren or other heirs last year? If so, it’s important to determine whether you’re...
Californians Approve Prop. 19; Ending Major Property Tax Exemption
Californians narrowly passed Proposition 19 earlier this month with a 2% margin, essentially ending your ability to transfer real estate to your...
Take Advantage of the Gift Tax Exclusion Rules
As we head toward the gift-giving season, you may be considering giving gifts of cash or securities to your loved ones. Taxpayers...
When Holiday Gifts and Parties are Deductible or Taxable
The holiday season is a great time for businesses to show their appreciation for employees and customers by giving them gifts or...
Consider All the Tax Consequences Before Making Gifts to Loved Ones
Many people choose to pass assets to the next generation during life, whether to reduce the size of their taxable estate, to...