As the year is drawing to a close, we offer you some general advice regarding year-end planning and updated inflation-adjusted figures for 2023.
Annual Exclusion Gifts -
In 2022, the annual exclusion amount is $16,000...more
12/28/2022
/ 529 Plans ,
Beneficiaries ,
Charitable Donations ,
Corporate Transparency Act ,
Estate Tax ,
Exclusions ,
FinCEN ,
Generation-Skipping Transfer ,
Gift Tax ,
Grantor Retained Annuity Trusts (GRATs) ,
Identity Theft ,
Individual Retirement Account (IRA) ,
Life Insurance ,
Promissory Notes ,
Reporting Requirements ,
Retirement Plan ,
SECURE Act ,
Successors ,
Year-End Planning