Tag Archive for: taxable

Federal Tax Planning Strategies for Individuals and Small Businesses

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Federal Tax Planning Strategies for Individuals and Small Businesses By: Warren M. Bergstein, CPA, AEP Published Date:  Jan 1, 2017 Every year, to minimize their overall liability, taxpayers should start giving consideration to moves that may either lower their current year tax bill or equalize their tax liability over a two-year period. Some of the […]

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Accounting Today: Treasury Proposes to End Strategy for Estate and Gift Taxes

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WASHINGTON, D.C. (AUGUST 3, 2016) BY MICHAEL COHN The Treasury Department and the Internal Revenue Service have issued proposed regulations that would eliminate a tax-planning strategy for minimizing estate and gift taxes. The proposed regulations concern the valuation of interests in corporations and partnerships for estate, gift, and generation-skipping transfer tax purposes. They involve the […]

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