Gift Tax
Asset Protection Failures
Accumulating assets takes time and effort; protecting assets properly requires both as well. Although strategies for preservation differ for each individual depending…
5 Concerns When Gifting a Down Payment on a Home
Parents, grandparents, or other family members might want to gift money to children to be used toward a down payment on a…
Tax Planning for 2015
Advanced tax planning anticipates changes ahead. Retirement accounts, estate plans, and trusts may be impacted by possible federal tax law changes next…
2014 Tax Extensions – Limited Time Remains
With less than two weeks remaining in the 2014 tax year, Congress passed several tax extensions. The tax provisions were included in…
Year-End Gifting to Charities
The spirit of the holiday season is a generous one. According to the National Center for Charitable Statistics, “The last few months of…
Year-End Gifting to Charities
The spirit of the holiday season is a generous one. According to the National Center for Charitable Statistics, “The last few months of…
Estate Planning and Tax Refunds for Art
A court ruling might change how other art collectors manage their estates and fractional interests in art. Art collections require specialized estate and…
2014 Tax Changes
As we are in the final quarter of 2013, our North Carolina tax attorneys are taking a look ahead at what the…
Gifting Trends Among Wealthy
Charitable gift planning trends show a jump for wealthy donors. How and why individuals choose to donate to charities are influenced by…
Gifting Trends Among Wealthy
Charitable gift planning trends show a jump for wealthy donors. How and why individuals choose to donate to charities are influenced by…