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Projected Increases in 2022 for the Gift Tax Annual Exclusion Amount and Lifetime Exemption

USA - October 15 2021 Wolters Kluwer has released projected 2022 figures for the gift tax annual exclusion amount as well as the estate and gift tax lifetime exemption…

Estate planning for closely held business interests is trickier than you might think

USA - September 20 2016 The first step in a well-developed estate plan is to have a solid foundation with documents in place — including, for example, a revocable trust…

Maximize charitable giving by bunching deductions

USA - November 20 2018 The Tax Cuts and JOBS Act of 2017 brought a myriad of changes to the tax law, including for individual taxpayers. While certain deductions that were…

Rising Interest Rates Poised to Impact Estate and Wealth Transfer Planning Strategies

USA - June 16 2022 The June 2022 decision by the Federal Reserve to raise the federal funds rate by 0.75 percent marks the largest such increase in 28 years. Among the…

Tax Planning in Uncertain Times: One-Time or Annual Gifting

USA - July 20 2020 Gifting assets can have beneficial estate and income tax consequences for both the individuals making the gifts (the donors) and the gift recipients…

Jennifer Clump Davis, Elizabeth L. Pack