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TAX NEWS YOU CAN USE

Click here for tax news including filing deadlines, federal gift tax exclusion, IRS standard mileage rates, and more

Estate taxes

Please click the book icon next to any article that you would like to read. Each article opens in a new window, and each is printable. Please close the article window when done.

Unless otherwise indicated, the informa-
tion included in these tax articles is based on federal (IRS) regulations. State tax law often varies from federal tax law.

Topics
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Charitable remainder trusts

Click to view the article in a new windowEstate tax alternate valuation election
Click to view the article in a new windowEstate tax deferral for estates including closely-held business
Click to view the article in a new windowEstate tax special use valuation election
Click to view the article in a new windowFederal gift tax: liability based on lifetime gifts
Click to view the article in a new window Gift tax annual exclusion
Click to view the article in a new window Temporary repeal of the estate and GST taxes in 2010 (former title: Gradual elimination of estate tax)
Click to view the article in a new windowIncome in Respect of a Decedent (IRD)
Click to view the article in a new windowInherited property: Basis rules
Click to view the article in a new windowJointly-held property: Inclusion in gross estate
Click to view the article in a new window Keeping life insurance out of your estate
Click to view the article in a new window Life insurance trusts
Click to view the article in a new window“Net” gifts
Click to view the article in a new window Planning to prevent loss of tax attributes at death
Click to view the article in a new window QTIP trusts as IRA beneficiaries
More Taxes

 


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San Diego, CA 92108-3791
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