Sentences with phrase «gift tax planning strategies»
Bradley S. McCann has structured and implemented hundreds of estate and gift tax planning strategies.
http://www.spesia-taylor.com/ Not exact matches
Whether your investing strategies include retirement planning, tax and estate planning, or gifting and transitioning wealth, a Vanguard advisor can help you with your personal financial planning and ongoing investment advice.
Potential changes in the tax law next year make it a smart estate - planning strategy to give as a large of a gift now as possible.
College Savings Bank College Savings Checklist College Savings Surveys Coverdell Education Savings Accounts Credit Card Rebate and Loyalty Programs BabyCenter BabyMint Fidelity 529 College Rewards MasterCard FutureTrust LittleGrad MyKidsCollege SAGE Tuition Rewards Program Upromise Crummey Trust Easy Savings Tips Education Tax Benefit Coordination Gift Taxes IRC Section 529, As Amended IRS Notice 2001 - 55 Investment Strategies Myths about Saving for College Rating the State Section 529 Plans Retirement Plans Saving in the Parents» Names Savings Bonds Savings Calculators Savings Goals Prioritizing Savings Section 529 Plans Section 529 College Savings Plan Loophole Section 529 Professional Resources State Section 529 Plans State Tax Deductions for 529 Contributions Tax Savings from Child Asset Ownership Trust Funds and Financial Aid Tuition Inflation Independent 529 Plan UGMA & UTMA Custodial Accounts Using Your Home Equity Variable Life Insurance Policies Savings Social Networking Programs
A tax planning method is defined as «any plan, strategy, technique, or structure designed to affect Federal income, estate, gift, generation skipping transfer, employment, or excise taxes.»
He advises clients on a broad range of basic and sophisticated estate planning strategies, estate and trust administration issues, probate, estate and trust dispute resolution matters, and the preparation of gift and estate tax returns.
Mr. Hafen's practice includes advice regarding sophisticated tax, estate, asset protection, and business planning strategies, including the preparation of documents such as wills, living trusts, durable powers of attorney, healthcare directives, asset protection trusts, irrevocable life insurance trusts, gift programs, grantor retained annuity trusts, education trusts, family limited partnerships and limited liability companies, generation - skipping transfers, charitable giving, charitable remainder trusts, private foundations, property agreements, and prenuptial and postnuptial agreements.