Year-end Gifting

December 5, 2013

Are you feeling generous?  Or have market increases pushed you into Estate Tax territory?  Here are some ideas and strategies for year-end gifting: Reportable Gifts.  Starting on 1­­­­­­-2-2013 with the enactment of the American Taxpayer Relief Act (ATRA), the federal estate, gift and generation-skipping (GST) tax exclusion amounts are now $5 million per taxpayer.  Indexed […]