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Make Sure to Let Your Tax Preparer Know About All Those Partridges

Egg-laying geese? French hens? Maids milking cows? Gifts from your “true love” were a whole lot different in 1780 when the Twelve Days of Christmas

An Estate Tax Holiday Gift – From the IRS!

While separated, death and taxes are widely accepted as the only certainties in life. Combined, they give a lot of people anything but certainty. The death

2020: Provided the World Doesn’t End, We’ll Enjoy an Increased Lifetime Gift and Estate Tax Exclusion

Whether society’s collective interpretation of the Mayan calendar proves correct and the world ends in 2020 remains unknown, for now. Despite this

Belsnickel is Coming… Are You A Nice Boy or Girl?

You know Dasher and Dancer and Prancer and… well pretty much every other holiday character that ever existed, but have you heard of Belsnickel?
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The Best Things in Life Are Free - That Might Even Include Your Inheritance!

If you inherit property in Pennsylvania, you may soon be able to avoid the hefty burden of paying inheritance tax! Starting next year, minor children who

The Fed Cuts Interest Rate in July - Time to Revisit Your Estate Plan?

On July 31, 2019, the Federal Reserve cut interest rates for the first time in over a decade. Although this may be bad news for your savings account,

Kress Case Addresses S Corporation vs. C Corporation Issues

The United States District Court’s March 2019 court decision in Kress v. United States1 created a lot of buzz in the valuation community. The case

Which States Can Tax Your Trust?

Imagine that you are a taxpayer living in Pennsylvania who has recently established a trust for the benefit of your Ohio-resident children. Further imagine
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“Step-Up” Your Estate Tax Strategies

Please note that the following article was co-authored by Greg Allison. One of the most common strategies employed by affluent taxpayers in a comprehensive

Does Santa Pay the Gift Tax? Does Santa Receive Wages of Cookies and Milk?

‘Twas the night before Christmas and all through the house, not a creature was stirring… except for St. Nick’s elf-accountants, who
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