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Estate and Gift Tax Now

Many recent developments in the estate and trust planning community are game-changers for your estate plans.  Watch as Lisa Matthews and Dave Sietsma discuss ways you can preserve and maximize your...

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The Big What If – The Expiration of the Bush Tax Cuts for Construction Companies

As the year draws to a close and the fiscal cliff looms closer, the big question on many of our minds is this one: Will all or any of the Bush tax cuts be extended or made permanent? And if not, what...

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Proper Estate Planning and Implementation

Passing along wealth to the next generation requires thoughtful planning to avoid tax penalties. Watch as Gina Rall and Ron Mills discuss the components you need to have in place to implement a proper...

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Which Gifts are Exempt from the Gift Tax?

Pop Quiz: Which of these gifts is exempt from the gift tax? a) A cashmere sweater b) A $14,000 check c) A new Cadillac Answer: Both a and b. For 2013, donors can exclude certain gifts of up to $14,000...

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Successfully Intersecting Business Valuation with Estate and Gift Taxes

Running a business has its challenges – from accounting responsibilities to staffing and seemingly everything in between. It’s easy for business owners to focus most of their attention on running the...

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