How to Utilize the Federal Gift Tax Exemption

by | | Estate Planning

October is a great month to reconnect with your clients.  It’s the beginning of the fourth quarter and clients are thinking about year-end tax planning. As part of that process, clients should be reminded that their tax planning not only involves income tax planning,...

Important Information on the Estate Tax Extension

by | | Estate Planning

The due date for the estate tax return and payment of estate tax for estates of decedents dying from January 1, 2010 through December 16, 2010 is September 19, 2011.  However, just this week, the IRS announced that it would grant an automatic six month extension to...