gifts that use the annual exclusion – The Burns Firm – Advisors of Complex Financial Matters

Your Estate Plan: Don’t Forget About Income Tax Planning

June 30th, 2022|Categories: Accountant, accountant near me, Accounting, Burns Firm, CPA, CPA Dallas, CPA near me, Dallas CPA, Dallas tax return preparer, Dallas tx accountant, Estate Planning, Services, Tax, tax accountant, tax accountant near me, Tax Advisor, Tax Cuts, Tax Deductions, Tax Planning, Tax Preparation, tax preparer near me, Tax Return, Tax Withholding, tax write-offs, The Burns Firm|Tags: CPA Dallas, Dallas CPA, Estate planning, estate planning and tax consequences, gifts that use the annual exclusion, income tax planning, Tax planning, tax preparer near me, The Burns Firm|

As a result of the current estate tax exemption amount ($12.06 million in 2022), many people no longer need to be concerned with federal estate tax. Before 2011, a much [...]