Primary Tax Benefits with Donor Advised Funds Recapping on what the donor advised fund or DAF is, the IRS website states that, a donor...

IT’S HERE!!! The Tax Cut and Jobs Act is officially here!!! My phone rang off the hook today, along with emails blowing up my inbox, and...

In previous postings I have discussed the perils and prospering of the Tax Reform 2017 legislation. With the Senate passing their version...

Continuing the discussions on the tax reform bill 2017, I would like to highlight a specific portion that holds potential implications...

Have you made the plans to protect assets for your family after your death? Do you have currently or plan to in the immediate future to...

Earlier in November the IRS released Ann. 2017-15 what this does for California wildfire victims is ease the Loan/Hardship rules for all...

Treasury has withdrawn proposed regulations under Section 2704, on Restrictions on Liquidation of an Interest for Estate, Gift and...

Code Sec. 2503(b) annual gift tax exclusion increases to $15,000 for 2018 (up from $14,000 in 2013-2017). Gifts made to any person by the...

As predicted the House and Senate versions of the Tax Reform Legislation are drifting apart in similarity. What happens when these...

The Estate Tax and the States There is a lot of talk about eliminating and/or changing the estate tax. What is not being discussed is the...