Article-125933

April 12, 2024 |

An Overview of Asset Transfer Strategies

You may need to transfer assets for all sorts of reasons. A working knowledge of various transfer techniques can help you determine when it’s appropriate ...

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Article-125563

January 22, 2024 |

Maximize Your Legacy in 2024: Navigating Gift Tax & Estate Tax Increases and Irrevocable Trust Strategies with Omni 360 Advisors

As we move through January 2024, it’s crucial to strategize your gifting plans, particularly in light of the updated gift and estate tax basic exclusion ...

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Article-95372

November 20, 2017 |

New Estate Tax and Gift Tax Thresholds Released for 2018

Every year the IRS evaluates inflation information to determine whether or not the gift and estate tax thresholds need to be boosted. The estate tax ...

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Article-5043

June 7, 2017 |

New Study Shows that Retirees Give Adult Children up to $6800 Every Year

  Under the gift tax, certain amounts of money can be given as an individual or as a married couple without the consequences of direct ...

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Article-2637

June 6, 2014 |

Looking for a new charitable gifting idea? Try Bitcoins

The IRS is never too far behind the trend when it comes to new forms of tax revenue, and with their recent tax stipulations regarding ...

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Article-1668

February 6, 2014 |

It’s Good Enough for Walmart: Tax Avoidance with a GRAT

Billionaire Sheldon Adelson is not alone in his disdain for estate taxes. As one of the world’s richest men, Adelson has the ability to hire ...

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Article-1403

December 12, 2013 |

How to Plan for, or Avoid, Transfer Taxes

As a recent article suggests, estate planning encompasses a lot more than most people would think. Not only does estate planning allow you to structure ...

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