by Arthur Geffen | Jan 4, 2023 | Charitable Gifts, Trusts
Every taxpayer’s financial situation is unique, and some donors may be looking for a more sophisticated approach to charitable giving. A charitable remainder trust (“CRT”) can be an effective tool for accomplishing your philanthropic goals while also creating a source...
by Arthur Geffen | Dec 30, 2022 | Misc
HAPPY AND HEALTHY NEW YEAR TO ALL
by Arthur Geffen | Dec 27, 2022 | Income Tax
It’s still a bit too early to think about it, but in case you are wondering, here’s our annual chart for the #1 question we get every year: “When will I get my tax refund?” The answer is never exact, but we are able to make some educated guesses based on a few...
by Arthur Geffen | Dec 7, 2022 | Income Tax
Are you U.S. citizen or resident? Have you ever just wanted to leave the whole U.S. federal tax system behind? Well, you can . . . try at least. But there’s a cost. The Problem U.S. citizens and residents are subject to federal income tax on their worldwide...
by Arthur Geffen | Nov 3, 2022 | Estate Tax
In tax year 2021, 2,584 American taxpayers paid $18.4 billion in estate taxes after allowable deductions and state death tax deductions, according to recently published federal estate tax data from the Internal Revenue Service. < p style=”margin: 0px 0px...
