Clawback Example

January 17th, 2019|

Prop. Regs. 20.2010-1(c); Reg-106706-1 If a client gifts $11.4M in 2019 and dies in 2026 when the exemption is back to $5M. The $11.4M is an [...]

Annual Exclusion Gifts in 2018

October 23rd, 2018|

TAX ALERT Gift tax exclusion amounts – present interests 2017  $14,000 per person 2018  $15,000 per person [...]

Federal Estate Tax in 2018

July 17th, 2018|

Practice Alert: Neil Yahn to speak on Federal Estate Taxes in 2018 40% tax Date of death [...]


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