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Join date: Jul 20, 2021
Posts (13)

Apr 23, 2024 ∙ 2 min
Watch out for “income in respect of a decedent” issues when receiving an inheritance
Property you inherit generally isn’t included in income for tax purposes. However, there are certain items that may have to be included.
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Nov 29, 2023 ∙ 2 min
Solving the riddles of succession planning for family businesses
Many family business owners encounter seemingly insurmountable problems when developing their succession plans, but there are solutions.
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Sep 5, 2023 ∙ 3 min
Plan now for year-end gifts with the gift tax annual exclusion
The estate & gift tax exemption amount is scheduled to be cut drastically in 2026. Making tax-free gifts may be a way to address the threat.
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