Estate Tax

US Savings Bonds tax implications

US Savings Bonds Tax Implications

05/08/2024
US Savings Bonds tax implications can be complex. If you inherited or were gifted US...
DIY / Estate Tax / financial savings / Uncategorized
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IRS proposed Regulations on Basic Exclusion Amount for Estate and Gift Taxes

04/28/2022
IRS proposed Regulations on Basic Exclusion Amount for Estate and Gift Taxes. The Tax Cuts...
Estate Tax / Gift Tax
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Estate Tax and Legacy Planning Considerations

01/13/2022
Estate Tax and Legacy Planning Considerations Now that the Build Back Better (BBB) 'Framework' has...
Estate Tax / Legacy Planning
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The Significance of Stepped Up Basis in Estate Planning IRC 1014

06/29/2017
According to Internal Revenue Code Section 1014 the basis of property acquired from a decedent...
Basis / Cost Basis / Death / Estate Tax / Generation Skipping Transfer Tax / Gift Tax / Stepped Up Basis / Tax planning / Trusts
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Basic Steps to Avoiding Probate

07/28/2014
As many of you know that follow this blog my father recently passed away and...
Estate Tax / Generation Skipping Transfer Tax / Gift Tax / Probate
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IRC 1014 & the Significance of Stepped Up Basis in Estate Planning

06/17/2014
According to Internal Revenue Code Section 1014 the basis of property acquired from a decedent...
Basis / Estate Tax

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