taxes
Estate Tax and the 2024 Election
This article explains what the estate tax could be after the 2024 election and what it has been in past years.
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taxes
taxes
What is the Capital Gains Tax When You Sell Your Home: California v. Tennessee
Understanding the capital gains tax when selling your California home, including federal and state tax, step-up basis, and California withholding tax.
taxes
California Joint Tenancy and Property Tax
California's joint ownership rules are complicated and could trigger an increased property tax.
taxes
Using a QCD Can Ghost Your RMD
If you are giving to charity, give your RMD, and reduce your taxable income.
estate planning
Do You Need to File a Gift Tax Return?
When you should file a gift tax return (IRS Form 709).
taxes
2024 Gift and Estate Tax Exemption
The Estate and Gift Tax Exemption and Annual Gift Exclusion 1997-2024.
estate planning
Beware of the Bypass Trust in Your Living Trust
You may need to amend your living trust if it has a bypass trust provision
estate planning
2023 Gift and Estate Tax Exemption
2023 gift and estate tax exemption and annual gift exclusion. How much can you gift without a gift tax?