If You Gave to Charity in 2023, Check To See That You Have Substantiation Feb 26, 2024Did you donate to charity last year? Acknowledgment letters from the charities you gave... read more
Plan Now with the Gift Tax Annual Exclusion Sep 11, 2023Now that Labor Day has passed, the holidays are just around the corner. Many people may... read more
When is the 2022 Gift Tax Return Deadline? Mar 16, 2023Did you make large gifts to your children, grandchildren or other heirs last year? If... read more
The 2019 Gift Tax Return Deadline is Coming Up Mar 10, 2020If you made large gifts to your children, grandchildren or other heirs last year, it’s... read more
Here are the Gift Tax Exclusion Rules… Oct 1, 2019As we head toward the gift-giving season, you may be considering giving gifts of cash or... read more