Gifting low basis assets
When deciding which type of assets to gift, it is important to consider the asset’s basis. If you decide to...
Remember your Gift Tax Returns
If you have made considerable gifts to individuals, be sure to remember to file your gift tax returns. The IRS...
‘Tis the Season of Giving
The season of giving and gifting is here. If you are considering charitable donations, consider that there are many ways...
Tax Law Changes by Robin A. Lloyd, Sr., J.D.
In about two more weeks, we should be able to tell what the tax law changes will be. Reach out...
Taxes by Robin A. Lloyd, Sr., J.D.
With a possibility of $3.5 Trillion in new government spending, it’s an attorney’s dream about the taxes that will generate...
End of Year Planning
Its that time again. Time to get your affairs in order for the end of year. Make sure your estate...
Qualified Charitable Distributions
If you are 70 1/2 and have not yet used your (up-to) $100,000 direct gift to charity, this may be...
Charitable Gift
Tis the Season! If you are considering making a charitable gift this holiday season, you may not realize there are...
Loss Harvesting
It is that time of the year when we start thinking about taxes. “Loss Harvesting” might be something to consider. ...
Thanksgiving 2020
Here are some tips that the CDC have released for Thanksgiving this year: *Having a small dinner with only people...