estate tax – The Burns Firm – Advisors of Complex Financial Matters

Federal Estate and Gift Tax Outlook 2025

February 11th, 2025|Categories: Accountant, Burns Firm, CPA, CPA Dallas, CPA near me, CPA Texas, Dallas CPA, Dallas tax return preparer, Estate Tax, Gift Tax, Services, Tax, tax accountant, tax accountant near me, Tax Advisor, Tax Cuts and Jobs Act, TCJA, Texas CPA, The Burns Firm|Tags: CPA Dallas, cpa near me, estate tax, gift tax, tax accountant near me, tax advisor, TCJA, Texas CPA, The Burns Firm|

The Tax Cuts and Jobs Act (TCJA) significantly increased the unified federal estate and gift tax exemption through the end of 2025. However, for 2026, it's currently scheduled to [...]

Thinking About Moving to Another State in Retirement? Don’t Forget About Taxes

June 11th, 2019|Categories: Accounting, Burns Firm, Services, Tax, Tax Credits, Tax Preparation, Tax Return|Tags: CPA, Dallas CPA, estate tax, moving in retirement, moving out of state for retirement, Retirement, retirement taxes, state estate tax, taxes, The Burns Firm|

When you retire, you may consider moving to another state — say, for the weather or to be closer to your loved ones. Don’t forget to factor state and local [...]

The Tax Impact of the TCJA on Estate Planning

July 3rd, 2018|Categories: Burns Firm, Tax, Tax Credits, Tax Planning, TCJA|Tags: 2018 tax planning, dependents, Estate planning, estate planning and tax, estate tax, estatetax, etateplanningtaxconsequences, Planning, Retirement, Retirement Plan, retirementestateplanning, tax, tax credits, tax on estates, taxandestateplanning, TCJA, tcjaestateplanning, The Burns Firm|

The massive changes the Tax Cuts and Jobs Act (TCJA) made to income taxes have garnered the most attention. But the new law also made major changes to gift and [...]