Tax planning ideas for individuals, businesses, estates and trusts, Ideas for building an extraordinary business, News about Financial Insider Weekly television series episodes
Read More
If you have a very large estate, say exceeding $10 million, you should meet with your tax advisor and estate planning attorney to discuss whether you should make big gifts during 2011 or 2012, which assets are good candidates for gifts, and how they should be transferred.
Tags: estate, gift, plan, Tax matters
This week’s interview on Financial Insider Weekly is with William Mahan, attorney at law. Our interview subject is, “Why you need a will”.
This week’s interview on Financial Insider Weekly is with Dick Blakely of The Blakely Group. Our interview subject is, “How to set and reach family financial goals”.
This week’s interview on Financial Insider Weekly is with Raymond Sheffield, attorney at law with the Sheffield Law Office. Our interview subject is, “Estate Planning For Retirment Accounts”.
Tags: account, estate, ira, plan, planning, retirement, roth
This week’s interview on Financial Insider Weekly is with Phil Price, EA of The Price Company. Our interview subject is, “Retirment Plan Alternatives for Closely Held Businesses”.
Under the Economic Growth and Tax Relief Reconciliation Act of 2001, the maximum federal gift tax rate for 2010 is 35%. If Congress does nothing, the maximum rate will return with a vengence to 55% in 2011, plus an additional 5% surtax for taxable transfers over $10 million until the benefits of lower brackets are phased out.
Tags: estate, gift, plan, Tax matters