At this very moment, the hustle and bustle to find the perfect gift for friends and family is in full…
Alex PisaniDecember 23, 2021
At the end of May, the Treasury released the Green Book (the fiscal year 2022 budget), which included an outline…
WilkinGuttenplanJuly 7, 2021
Fiduciaries of trusts or final-year estates possess the ability to funnel estimated tax payments made at the trust or estate…
Alex PisaniFebruary 22, 2021
On January 20, 2021, Joseph Biden was officially sworn in as the 46th President of the United States. So what…
Brian GeisslerJanuary 26, 2021
Most of us have found 2020 to be a year to think about what makes us most thankful. From the…
Maureen JasperDecember 15, 2020
As we all know by now, various types of income tax returns, including Individual, Corporate, Partnership and Estate/Gift have been…
Brian GeisslerMay 4, 2020
During these unprecedented times, there are many things that run through our minds. For an estate planner, it’s thinking about…
Maureen JasperApril 20, 2020
https://www.youtube.com/watch?v=SPZnRMzXfy8 Each year, an individual can gift up for $15,000 (“annual gift exclusion”) per donee for 2019 and 2020 without…
Brian GeisslerDecember 20, 2019
https://youtu.be/fhHa2nS6nQA For estates and trusts, §663(b), otherwise known as the 65-day rule, states that a fiduciary can make a distribution…
WilkinGuttenplanFebruary 28, 2019
