Estate tax

Estate tax

Tax

Oct 18th 2021

How Clients' State Residency Affects Estate Taxes

Help your client figure out how much their estate will owe based on the state where they live.

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Couple talking with advisor

Individuals

Sep 13th 2021

Should Life Insurance Be Part of an Estate Plan?

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Daniel F. Rahill, CPA

estate taxes

Individuals

Aug 9th 2021

Determining the Tax Basis of a Decedent's Home

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Estate Taxes

Clients

Jun 23rd 2021

A Simple Guide to Estate Planning Best Practices

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drawdown rates

Individuals

Jun 8th 2021

GRATs and What They Can Still Accomplish

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Mike Pusey, CPA

wealthy

Individuals

Apr 26th 2021

Gift and Estate Tax Valuation Essentials

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Estate Taxes

Individuals

Mar 9th 2021

What Tax Pros Should Know About Gift Tax Exclusion

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Mike Pusey, CPA

gifting money

hsmolin

Sep 17th 2020

How is the basis of a decedent's home determined?

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921 views

Individuals

Aug 17th 2020

Making Better Use of Transfer Tax Exemptions

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Mike Pusey, CPA

family meeting

Individuals

Jul 6th 2020

Do Clients Know a Gift From a Loan?

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IRS criminal investigations

Grumpy4

Jun 15th 2020

What's the tax burden on a tax sale overage in DE?

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951 views

Clients

May 1st 2019

What's the Best State to Die In?

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best states to die

Clients

Mar 6th 2019

When Should You Consider Business Valuation?

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consulting

Individuals

Mar 19th 2018

The Biggest Mistake Business Owners Make

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Craig W. Smalley, EA

business mistakes

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