“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
Year-End Giving from IRAs: Traps to Avoid
The holiday season is a time of giving and reflection. Charitable contributions are a time-honored way of achieving one’s philanthropic goals while
IRS Clarifies Uncertainty Surrounding Lifetime Gifting and Increased Basic Exclusion Amount Under TCJA
Over the past year, Schneider Downs has been busy tracking the drafting, passage and, as of late, the Internal Revenue Service's implementation of