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Family Wealth and Estate Planning Articles

 

Remember RMDs this Tax Season

Remember RMDs this Tax Season

Posted by D’Marie Murray on March 09, 2017

Did you know that, once you turn age 70½, you must start taking mandatory annual withdrawals from your traditional IRAs, including any simplified employee pension (SEP) accounts and SIMPLE IRAs that you set up as a small business owner?

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Business Owners, Help Your Estate by Gifting Company Stock

Business Owners, Help Your Estate by Gifting Company Stock

Posted by Dale Demyanick on March 06, 2017

An effective way to reduce estate taxes is to limit the amount of appreciation in your estate — and your company may provide just the ticket for doing so.

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IRS Makes Changes to Closing Estate Tax Returns

IRS Makes Changes to Closing Estate Tax Returns

Posted by Robert Ingrasci on January 17, 2017

An estate tax closing letter (Letter 627) is used to indicate that the IRS has accepted a filing and that federal tax liabilities on an estate return have been satisfied. Read how IRS Notice 2017-12 clarifies which documents may be used to signify the closing of an estate.  

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