What Is The Annual Gift Tax Exclusion in California?
Mini truth
© 2012 Northern Trust Corporation Wealth Transfer Trends … Near The Edge of the Fiscal Cliff Presented by: R. Hugh Magill Executive Vice President and.
MORTGAGE DEBT RELIEF. How will expired Mortgage Debt Relief Act impact homeowners?
1 Chapter 4 – Tax Planning Intent – not to make you tax experts –But appreciate major features of tax laws Key concepts – deductions and sheltered income.
Individual Income Tax Update Presented by Ken Oveson,CPA.
1 The Role of Life Insurance in GRATs, IDGTs, QPRTs, CRUTs, and Other Four-Letter Words Presented by: Julius H. Giarmarco, J.D., LL.M. Giarmarco, Mullins.
2012 Advanced Sales Forum Presented by: Julius H. Giarmarco, J.D., LL.M. Giarmarco, Mullins & Horton, P.C. 101 W. Big Beaver Road, 10 th Floor Troy, Michigan.
The Future of Taxes for the Business Owner Presented by: Ryan E. Miller, CPA Director Katz, Sapper & Miller, LLP 800 East 96 th Street, Suite 500 Indianapolis,
0 2011 Estate Planning Ideas January 16, 2011 © 2011 Wells Fargo Bank, N.A. All rights reserved. Nerre Shuriah Vice President and Senior Financial Planner,
1 529 College Savings Plans: A National Overview Presented by: Scott D. Prince Director of External Relations & Communications Massachusetts Educational.
Chapter Twelve Funding the Bank. McGraw-Hill/Irwin Bank Management and Financial Services, 7/e © 2008 The McGraw-Hill Companies, Inc., All Rights Reserved.
