Blog Archives

5 Reasons Donors Should Give Appreciated Property

Donors should give appreciated property to their favorite charity. Appreciated property is property whose Fair Market Value exceeds the cost basis.  Cost basis is generally what was paid for an item.


Tagged with: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

How (And When) to File a Federal Gift Tax Return

Form 709, is required to be filed if a gift is made to someone for more than $13,000 in one year.  Gifts between spouses are not required to file.  Gifts can be made to an unlimited number of people in


Tagged with: , , , , , , , , , , , , , , , , , , ,

Is Estate Planning Dead?

With the Federal Estate Tax Exclusion of $5 million, many commentators have suggested estate planning is dead.  I think this deserves a closer look.


Tagged with: , , , , , , , , , , , , ,