Financial Gift Planning

2014 Tax Extensions – Limited Time Remains

Posted on: December 20th, 2014
With less than two weeks remaining in the 2014 tax year, Congress passed several tax extensions. The tax provisions were included in H.R. 5771 Tax Increase Prevention Act of 2014. ...

Last Minute 2012 Financial Move

Posted on: December 6th, 2012
Last week the United States Treasury proposed new regulations for Charitable Remainder Trusts (CRTs), which affects the tax liability of distributions in 2013. ...
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