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Guidance on Electing Portability of Deceased Spousal Unused Exclusion Amount

by Arthur Geffen | Sep 30, 2011 | Estate Tax

Notice 2011-82 alerts executors of the estates of decedents dying after December 31, 2010, of the need to file a Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return, within the time prescribed by law (including extensions) in order to elect to...

Review estate, tax and retirement planning issues now – The Prairie Star:

by Arthur Geffen | Jun 2, 2011 | Income Tax

  Qualified charitable distributions, (QCDs) from one’s Individual Retirement Account (IRA) provide an option to meet the required minimum distribution (RMD) while avoiding income tax for 2011. This charitable giving and financial planning strategy was extended...

Blog Posts

  • IRS warning: 2 tax credits will delay your refund February 9, 2026
  • Estate and gift tax exemption will rise to $15 million in 2026. Here’s what to know January 8, 2026
  • Don’t Be Tempted By Pop-Up Estate Planning Schemes August 22, 2024
  • 3 Recent Estate Tax Court Cases On Split-Dollar Life Insurance August 22, 2024
  • Traveling to Die: The Latest Form of Medical Tourism August 22, 2024

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