The holiday season is typically full of giving, and if you are aware of the existence of the federal gift tax, you may wonder why the IRS leaves gift givers alone. This matter is very relevant to … [Read more...]
by Barry Zimmer
Retirement planning is essential because it is virtually impossible to live comfortably as a senior on Social Security alone. According to Motley Fool the average amount of money a retired person … [Read more...]
Whoever you are planning on making a gift to someone, it is important to understand gift tax Ohio rules. You do not want to end up with a significant amount of your money being lost to estate taxes … [Read more...]
In 2014, we heard a lot about portability, which surprisingly, wasn’t coming from the IRS. One reason it was the tax topic of choice was the deceased spousal unused exclusion amount – which kicked in … [Read more...]
What is the Annual Gift Tax Exclusion in Ohio from Barry H Zimmer Good news is that most people don't pay the tax because of the annual gift tax exclusion. Learn more about annual gift tax … [Read more...]
