The new federal tax law, known as The Tax Cuts and Jobs Act, that was approved by Congress and signed into law at the end of 2017, creates a benefit for individuals paying tuition for children in private or religious schools...more
1/30/2018
/ 529 Plans ,
Deadlines ,
Education Expenses ,
Gift-Tax Exemption ,
Income Taxes ,
Private Schools ,
Religious Schools ,
Tax Cuts and Jobs Act ,
Tax Deductions ,
Tax Reform ,
Tax Returns ,
Trump Administration ,
Tuition
The Consumer Price Index was released by the Labor Department in August 2017. Not everyone anxiously awaits the release of these numbers but the experts have now made estimates of how they will impact estate, gift, and...more
9/22/2017
/ Asset Management ,
Consumer Price Index ,
Death Tax ,
Deceased Spousal Unused Exclusion ,
Estate Planning ,
Estate-Tax Exemption ,
Exclusions ,
Generation-Skipping Transfer ,
Gift-Tax Exemption ,
IRS ,
Surviving Spouse ,
Tax Exemptions ,
Tax-Free Transfers ,
Transfer Taxes ,
Trump Administration
Assuming you have not been living under a rock for the last two years you have heard of Donald J. Trump, now President Trump, speak about the need to repeal the so-called “Death tax”. In addition, you are likely aware that...more