Suggestions For Preserving Wealth
 

July 23, 2010

•  The Estate of Litchfield v. Commissioner:  The Discount Debate Continues 

December 3, 2009

•  Cash for Clunkers Continuation?
•  Personal Exemption Phase Outs
•  Small Business Owner Benefits
 

June 26, 2009

•  Gift Tax Revisited
•  Annual Gift Tax Exclusion
•  Gift Splitting
•  Practice Tip
•  Subsequent Sales of Gifted Property
 

November 21, 2008

• Use of Gift Tax Exemptions to Reduce Estate and Gift Tax
•  Annual Gift Tax Exclusion
•  Tuition Payment Exclusion
•  Section 529 College Savings Plans
•  Medical Payment Exclusion
•  Gifts in Trust
•  Charitable Gifts
 

December 12, 2007

•  2007 Year-End Estate and Gift Tax Planning
 

June 29, 2007

•  Small Business Tax Act Provides for Expansion of the "Kiddie Tax"

 
 
   
 
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Gardner, Willis, Sweat & Handelman, LLP
A Martindale-Hubbell AV Rated Firm
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