As the year draws to a close, year-end tax planning may be more important than ever before. Here are three strategies to consider.
3 Year-End Tax Planning Tips
Tag: gift and estate tax exemption
Succession Planning Series: Tax Implications of Your Exit Plan
The tax implications of your exit plan will vary depending on the strategy you choose. Here are some common exit plans.
Do you Need to File a Gift Tax Return?
If your wealth is well within the gift and estate tax exemption amount, does that mean there’s no need to file gift tax returns?