ConnollySteeleOct 19, 20223 minPlan now to make tax-smart year-end gifts to loved onesAre you feeling generous at year end? Taxpayers can transfer substantial amounts free of gift taxes to their children or other recipients...
ConnollySteeleNov 15, 20212 minBusinesses can show appreciation — and gain tax breaks — with holiday gifts and partiesWith Thanksgiving just around the corner, the holiday season will soon be here. At this time of year, your business may want to show its...
-Sep 13, 20213 minPlanning for year-end gifts with the gift tax annual exclusionAs we approach the holidays and the end of the year, many people may want to make gifts of cash or stock to their loved ones. By properly...