September 2023 AFRs and 7520 Rate -
The September 2023 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5%, which was the same as the August 2023 rate...more
9/13/2023
/ Beneficiaries ,
Estate Planning ,
Estate-Tax Exemption ,
Gift-Tax Exemption ,
Grantor Retained Annuity Trusts (GRATs) ,
Individual Retirement Account (IRA) ,
Inflation Adjustments ,
Intra-Family Loans ,
Irrevocable Trusts ,
IRS ,
Lending ,
SECURE Act ,
Wills