Tag Archives: Gift Giving

2016 Estate & Gift Tax Planning Ideas

Here are useful year end tax planning from an estate and gift tax perspective. Discussed below are various strategies for gifts to children and grandchildren during 2016, while incurring little or no gift tax. Also, many of these techniques could … Continue reading

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2016 Year-End Tax Planning for Individuals

As 2016 draws to a close, there is still time to reduce your 2016 tax bill and plan ahead for 2017. This letter highlights several potential tax-saving opportunities for you to consider. I would be happy to meet with you … Continue reading

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