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PRESERVATION - Family Wealth Protection & Planning Blog

Articles: 1-10 of 134

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…

IRS announces AFRs for June 2022

USA - May 20 2022 The Internal Revenue Service has released the Applicable Federal Rates (AFRs) for June 2022. AFRs are published monthly and represent the minimum…

IRS publishes AFRs for May 2022

USA - April 19 2022 The Internal Revenue Service has released the Applicable Federal Rates (AFRs) for May 2022. AFRs are published monthly and represent the minimum…

IRS releases AFRs for April 2022

USA - March 22 2022 The Internal Revenue Service has released the Applicable Federal Rates (AFRs) for April 2022. AFRs are published monthly and represent the minimum…

IRS announces AFRs for March 2022

USA - February 22 2022 The Internal Revenue Service has released the Applicable Federal Rates (AFRs) for March 2022. AFRs are published monthly and represent the minimum…

Make Note of These Estate and Gift Tax Exemption Amounts for 2022

USA - February 14 2022 It’s that time of year again! The start of 2022 has brought us an increase in exemption amounts for estate, gift, and generation-skipping transfer…

Don’t forget the 65-day rule March deadline as an opportunity for tax savings

USA - February 7 2022 How many times have you prepared your income tax returns for the previous year, only wishing you knew then what you know now, so you could go back…

IRS publishes AFRs for February 2022

USA - January 24 2022 The Internal Revenue Service has released the Applicable Federal Rates (AFRs) for February 2022. AFRs are published monthly and represent the minimum…

IRS releases AFRs for January 2022

USA - December 29 2021 The Internal Revenue Service has released the Applicable Federal Rates (AFRs) for January 2022. AFRs are published monthly and represent the minimum…

IRS announces AFRs for December 2021

USA - November 29 2021 The Internal Revenue Service has released the Applicable Federal Rates (AFRs) for December 2021. AFRs are published monthly and represent the minimum…