Annual Gift Tax Exclusion

Holiday Gifts That Offer Tax Benefits for You and Your Loved Ones

November 26, 2025November 26, 2025 by Alex Franch

Discover tax-smart holiday gifting ideas; from tuition payments and 529 plans to IRA contributions, spouse business gifts, and employee appreciation that help maximize financial benefits while spreading seasonal cheer.

Where is the Federal Estate Tax Going?

March 27, 2020March 16, 2020 by Alex Franch

Estate and Gift Tax Lifetime Exclusion Amount The Tax Cuts and Jobs Act (TCJA, often referred to as tax reform) generally went into effect in 2018. Tax Reform increased the federal estate and gift tax lifetime … Read More