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Tax and Estate Planning

A discussion of general tax questions, business planning and estate planning strategies.

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Tax and Estate Planning | taxandestateplan.com Reviews
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A discussion of general tax questions, business planning and estate planning strategies.
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5 estate planning
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Tax and Estate Planning | taxandestateplan.com Reviews

https://taxandestateplan.com

A discussion of general tax questions, business planning and estate planning strategies.

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Tax and Estate Planning : Estate Planning

http://www.taxandestateplan.com/index.cfm/Estate-Planning

Tax and Estate Planning. Should I Make A Gift During Life or Wait Until My Death? Posted by Carl L. Jones. There are two main considerations when deciding when to make a gift of property. The first is estate tax, and the second is property basis. This entry was posted on December 19, 2015 at 12:00 AM and has received 605 views. There are currently 0 comments. Print this entry. When and How to Use a Self-Canceling Installment Note (SCIN). Posted by Carl L. Jones. Posted by Carl L. Jones.

2

Tax and Estate Planning : International Tax

http://www.taxandestateplan.com/index.cfm/International-Tax

Tax and Estate Planning. Who has the Privilege of Being Taxed by the United States? Posted by Carl L. Jones. This entry was posted on December 19, 2015 at 12:01 AM and has received 734 views. There are currently 0 comments. Print this entry. Comments (Comment Moderation is enabled. Your comment will not appear until approved.). We are always looking for interesting questions and original articles. If you have a specific question about tax or estate planning, please click here. By Raymond Camden RSS.

3

Tax and Estate Planning: What is the Gift Tax Treatment when a Nonresident Gratuitously Transfers a Promissory Note?

http://www.taxandestateplan.com/index.cfm/2013/11/19/Gift-Tax-Treatment-of-a-Promissory-Note-by-a-Nonresident

Tax and Estate Planning. What is the Gift Tax Treatment when a Nonresident Gratuitously Transfers a Promissory Note? Posted by Carl L. Jones. Generally, transfers of intangible property by a nonresident not a citizen of the United States are not subject to transfer taxation. ( 26 U.S.C.A. 2501. However, there is an exception where the donor is subject to the alternative income tax regime of 877. Expatriation to avoid tax). (. IRS CIRCULAR 230 NOTICE: ANY TAX ADVICE CONTAINED IN THIS ELECTRONIC COMMUNICAT...

4

Tax and Estate Planning

http://www.taxandestateplan.com/index.cfm/2013/12/10/Who-has-the-Privilege-of-Being-Taxed-by-the-United-States

Tax and Estate Planning. There are no blog entries available that match your criteria. We are always looking for interesting questions and original articles. If you have a specific question about tax or estate planning, please click here. If you are interested in posting an original article please click here. Enter your email address to subscribe. By Raymond Camden RSS. Arclite theme by digitalnature.

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Tax and Estate Planning: Will the Unpaid Portion of a Note be excluded from my Estate if it is forgiven in my Will?

http://www.taxandestateplan.com/index.cfm/2013/11/27/Will-the-Unpaid-Portion-of-a-Promisorry-Note-be-Excluded-from-my-Estate-if-I-Forgive-the-Note-in-my

Tax and Estate Planning. Will the Unpaid Portion of a Note be excluded from my Estate if it is forgiven in my Will? Posted by Carl L. Jones. Unfortunately, the answer is no. Notes that are canceled by a decedent's will are to be included in the decedent's gross estate. (. Estate of Buckwalter v. C. I. R. TC 1966) 46 T.C. 805.) In. The agreement letters, along with a payment schedule, were placed in the decedent's lock box with instructions that they be given to the son upon the decedent's death. While th...

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Tax and Estate Planning

Tax and Estate Planning. Reliance on a Tax Professional May Create an Exception to California’s Delinquent Filing Penalty. Posted by Carl L. Jones. This entry was posted on January 31, 2015 at 7:02 PM and has received 331 views. There are currently 0 comments. Print this entry. Should I Make A Gift During Life or Wait Until My Death? Posted by Carl L. Jones. There are two main considerations when deciding when to make a gift of property. The first is estate tax, and the second is property basis. This ent...

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Founding member of the Wealth Counsel. Member of the Elder Counsel. Member of the NAELA. The Dayton Law Firm Estate Planning Specialists. San Jose’s Trusted Advisors. California Certified Estate Planning Specialists on staff. Estate planning really comes down to…. Bull; Minimizing your estate taxes. Bull; Preserving your wealth and assets for future generations. Bull; Ensuring your plans and desires are carried out. Bull; Your children and grandchildren’s future. Bull; Your past memories and future dreams.

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Estate Planning

Saturday, November 2, 2013. IRS announces increases in the Basic Exclusion Amount for 2014. The IRS announced in Rev. Proc. 2013-55. That the "Basic Exclusion Amount" which is the amount of wealth that any citizen can own at death or transfer tax free during one's lifetime will increase in 2014 to $5.34M up from $5.25M in 2013. The amount of the annual gift tax exemption will remain at $14,000 per year per donee in 2014. Bradford L. Stevens. Labels: Basic Exclusion Amount; Annual Gift Tax Exemption.

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Tax Law - Trust and Estate Law. Small Business Legal Services. Send us an email. Attorney, LL.M. (Tax). For your Business and. Trust Administation and Probate. Federal And State Tax Law. California State Income Tax. Corporation or LLC Formation. Law Offices of Christina Weed, PC. 1801 Oakland Boulevard, Suite 210. The information contained in this website is provided for informational purposes only, and should not be construed as legal advice on any matter. Website by Blue Sky Web Services.

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