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The 2019 gift tax return deadline is coming up

  • Mar 16, 2020
  • Tax

If you made large gifts to your children, grandchildren or other heirs last year, it’s important to determine whether you’re required to file a 2019 gift tax return. And in some cases, even if it’s not required to file one,…

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The tax aspects of selling mutual fund shares

  • Mar 3, 2020
  • Tax

Perhaps you’re an investor in mutual funds or you’re interested in putting some money into them. You’re not alone. The Investment Company Institute estimates that 56.2 million households owned mutual funds in mid-2017. But despite their popularity, the tax rules…

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Box Made Of Money Wrapped In A Red Bow

Take advantage of the gift tax exclusion rules

  • Oct 2, 2019
  • Tax

As we head toward the gift-giving season, you may be considering giving gifts of cash or securities to your loved ones. Taxpayers can transfer substantial amounts free of gift taxes to their children and others each year through the use…

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