Posts tagged gift tax

Is Now the Right Time to Review Your ‘Last Will & Testament’?

With the upcoming Presidential election and some important Congressional seats being contested, several questions have surfaced about the future of estate planning. There are numerous estate planning techniques that professionals use to avoid the worst-case scenario. Holden Moss CPAs explain.

Cash & Financial S..., Coaching, Health Care, news, Transition Planning, Life PlanningCrawford KnottOctober 9, 2020Holden Moss CPAestate tax planners, gift tax, exemptions, last will and testament, DSUE, GRAT

More certainty for estate tax planners and for taxpayers who want to arrange their financial affairs

Tax AlertsSteve MossMarch 5, 2013conservation easements, estate tax, estate tax planners, exclusions, gift tax, portability, property