Estate Tax

2014 Tax Changes

Posted on: November 3rd, 2014
As we are in the final quarter of 2013, our North Carolina tax attorneys are taking a look ahead at what the New Year brings for American taxpayers:...

Repeal of the Permanent Federal Estate Tax?

Posted on: July 12th, 2014
The federal estate tax was made permanent as part of the American Taxpayer Relief Act. (A few months after ATRA passed, Obama’s 2013 Budget Proposal moved to revert the “permanent” estate tax to 2009 terms.)...

Tax Planning for 2015

Posted on: March 20th, 2014
Retirement accounts, estate plans, and trusts may be impacted by possible federal tax law changes next year in 2015. While the current configuration of Congress makes these changes unlikely, reviewing possible future changes can help individuals make effective planning decisions now....

NC Tax Questions for Same-Sex Marriages

Posted on: February 6th, 2014
Same-sex marriages are not legal in North Carolina, however same-sex couples who reside in North Carolina and were legally married in a jurisdiction that recognizes these marriages may have questions about North Carolina taxes....

What Happened to the Estate Tax Exclusion Portability Deadline?

Posted on: February 5th, 2014
Estates who have not yet filed a federal estate tax return (IRS Form 706) electing portability now have a new deadline to file election of portability. ...

Repeal of the North Carolina Estate Tax?

Posted on: February 26th, 2013
Recently we wrote about North Carolina potentially joining several other states that are repealing state estate tax (or “death tax”). Last week, the North Carolina House Finance Committee approved repeal of the state’s death tax. ...
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