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Gift Tax

Planning Now: Back to the Basics

Jordan Waxman | Posted 02.17.2014 | Money
Jordan Waxman

Tax and estate laws have changed and are likely to change again with little notice. Now is the time to insure one's planning documents are up to date and flexible, and to execute on the strategies to save and grow wealth today and in the future.

Joseph's Coat and Jacob's Gift Tax

Howard J. Curzer | Posted 01.23.2014 | Religion
Howard J. Curzer

His older brothers are jealous of Joseph because of Jacob's favoritism, and perhaps angry at Joseph because he is an arrogant, insensitive, tattle-tale (Gen 37: 2). But that is not sufficient to explain their willingness to murder him.

Don't Leave Tax Breaks on the Table

Jason Alderman | Posted 12.23.2013 | Business
Jason Alderman

If someone told you there's a way for you to potentially save hundreds -- if not thousands -- of dollars on your income taxes by simply spending a few minutes reviewing your benefits and tax paperwork, would you think it sounds like a late-night TV marketing scam? It's not.

Share Your Money Before You Die

Jason Alderman | Posted 05.08.2013 | Business
Jason Alderman

Now that the long-debated estate tax rules have finally been settled, let's get real. It pays to have a plan for distributing your assets, and if your finances are in good shape, there's no reason not to start sharing the wealth while you're still around to enjoy helping others.

Know Your Limits: 2013's Tax Thresholds Rise with Inflation

Women & Co | Posted 04.09.2013 | Business
Women & Co

In 2013, the amount of unearned income received by minor children that isn't subject to federal income taxes is $1,000, up from $950 in 2012. This is a key number for parents who set up custodial accounts for their children under their state's Uniform Gifts to Minors Act or Uniform Transfers to Minors Act.

Last Minute Ways to Trim Your Taxes

Jason Alderman | Posted 02.04.2013 | Money
Jason Alderman

From now until New Year's is probably when you have the least amount of time to spare on mundane financial bookkeeping tasks. But if you can dedicate a few minutes to review your benefits and tax paperwork, you might be able to shave hundreds -- or even thousands -- of dollars off your 2012 taxes.

Why The Rich Are Giving Away Cash

AP | DAVE CARPENTER | Posted 10.29.2012 | Money

CHICAGO -- Taxes that are largely a concern of the very rich will soon affect far more people unless Congress steps in. The impending drastic changes...

Cut Your Taxes

Jason Alderman | Posted 11.17.2011 | Healthy Living
Jason Alderman

For many, mid-November through New Year's Day is a blur of activity when important tasks get ignored. Who has time to review their benefits and tax pa...

Not a Millionaire? Better Study Gift Tax Rules

Jason Alderman | Posted 11.17.2011 | Healthy Living
Jason Alderman

Millionaires can probably skip this column. Most likely they've already got a team of financial professionals advising them about the best ways to pas...