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2018 Annual Gift Tax Exclusion

Under the new tax law enacted effective January 1, 2018, Congress doubled the gift, estate and generation-skipping transfer (GST) exemptions. Based on inflation adjustment information available at that time, those amounts were...

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Grantor Retained Annuity Trusts (GRATs)

By Jeff Gehring Although the Federal Reserve continues to threaten to raise interest rates, current rates issued by the IRS applicable to estate planning transactions remain at historically low levels. For October, the long-term...

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New Estate Basis Reporting Requirements

By Jeff Gehring On July 31, 2015, the President signed a new tax law that imposes a new basis reporting obligation on executors. Compliance with the new basis reporting law has been postponed to March 31, 2016, and the IRS...

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Retirement Accounts and Charitable Giving

By Jeffrey L. Gehring Retirement accounts comprise a significant part of most people’s net worth. As many people know, when distributions are made from a retirement account to a beneficiary following the owner’s death, the...

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Tax Blog is published by Dickinson Wright PLLC to inform the public of important developments within the firm and practice areas. The content is informational only and does not constitute legal or professional advice. We encourage you to consult a Dickinson Wright attorney if you have specific questions or concerns relating to any of the topics covered in this blog.

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