Tag Archives: adequate disclosure of gifts on gift tax return

From Washington & Albany — Income & Estate Tax Planning in 2015

Posted on February 19, 2015 by David L. Silverman, J.D., LL.M. (Taxation)

I. From Washington Income tax planning in 2015 will seek to reduce the effect of high federal and New York tax rates. Avoidance of unnecessary capital gain realization through basis increases or nonrecognition transactions will remain important. Estate tax planning … Continue reading →

Posted in From Albany, From Washington, Tax News & Comment | Tagged adequate disclosure of gifts on gift tax return, credit shelter trusts, estate tax planning in 2015, HEMs standard for fiduciaries, income tax planning in 2015, IRC 1014, New York estate tax exemption, new york trust rules, NING Trusts, NYS income tax rates, Portability, proving basis, qtip trusts, Revenue Ruling 85-13, tax planning in 2015, toggling grantor trusts, trust income tax rates, valuations for estate tax | Leave a comment

Tag Archives: adequate disclosure of gifts on gift tax return

From Washington & Albany — Income & Estate Tax Planning in 2015

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