Tag Archives: tax

2016 Estate Tax Update

Estate Planning, Recent News, Tax, ,

Federal Estate Tax, Gift Tax, and Generation-Skipping Tax (GST) Exemptions For 2016, the federal estate and gift tax exemption is $5,450,000 million per individual.  This is an increase over the 2015 exemption, which was $5,430,000 per person.  This means an individual can shield up to $5.45 million from federal estate and gift tax and a married … Continue reading 2016 Estate Tax Update →

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Self-Directed IRA Investing: Fortune or Folly? [Bloomberg BNA presentation]

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[UPDATE: Listen to presentation referenced below here] I am honored to be presenting for Bloomberg BNA on Wednesday, June 10th at 10am Pacific / 1pm Eastern (webinar).  BNA is a very well-respected legal and tax research service and (as far as I know) I will be their first ever presenter on self-directed IRA-specific legal/tax topics. … Continue reading Self-Directed IRA Investing: Fortune or Folly? [Bloomberg BNA presentation] →

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