taxes
Wait and See: The Impact of President Trump’s Proposed Tax Plan on Estate and Gift Taxes
Trump’s proposed tax plan aims to extend current estate and gift tax exemptions.
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taxes
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.
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.