Understanding gifting rules before the sunset
When the TCJA expires in 2025, the lifetime exclusion amount for gifting will be reduced, impacting gifting rules and decisions being made today.
Tag: tax rate
Change in administration may mean tax changes
With uncertainty around the upcoming elections, it is not clear what types of tax changes may be implemented under a new administration.
Key tax figures for 2018
The tax rate schedule, recently released by the Internal Revenue Service, includes key tax figures investors will need for financial planning.