Search Results

A Wealth-Building Boost for Kids.

• Authors : GERSTNER, LISA (AUTHOR)

Subjects: 529 plans; YOUNG adults; PERSONAL finance

• Source: Kiplinger Personal Finance. May2024, Vol. 78 Issue 5, p6-6. 1p.

Record details

Clary Redd Discusses Estate and Gift Taxes Clawback from Trusts in Financial Planning.

• Source: Plus Company Updates. 2021.

Record details

Florida or Bust.

• Authors : EBELING, ASHLEA (AUTHOR)

Subjects: INHERITANCE & transfer tax; TAXATION; TAXATION of decedents' estatesUNITED StatesUNITED StatesUNITED StatesReport Available

• Source: Forbes. 3/15/2004, Vol. 173 Issue 5, p171-172. 2p. 3 Color Photographs.

Record details

Controlling the Custodial Cash.

• Authors : Lankford, Kimberly; Ramage, James

Subjects: *PERSONAL finance; *GIFT taxes; *STOCKS (Finance)

• Source: Kiplinger's Personal Finance Magazine. Oct99, Vol. 53 Issue 10, p132. 3p. 1 Color Photograph.

Record details

Wealth of Information.

• Authors : Hines, Kevin E.¹

Subjects: *ESTATE planning; *TRUSTS & trustees; *PERSONAL finance

• Source: BusinessWest. Dec2004, Vol. 21 Issue 8, p42-43. 2p.

Record details

Small cap stocks often become big cap stocks.

• Authors : Chamberlin, George

Subjects: *PERSONAL finance; *SMALL capitalization stocks; *GIFT taxes

• Source: San Diego Business Journal. 09/27/99, Vol. 20 Issue 39, p47. 1/3p.

Record details

Deadline for Donors.

• Authors : Ebeling, Ashlea (AUTHOR)

Subjects: TAX deductions; GIFT taxes; CHARITABLE uses, trusts, & foundationsUNITED StatesUNITED StatesUNITED StatesReport Available

• Source: Forbes. 11/14/2005, Vol. 176 Issue 10, p111-111. 1p. 1 Color Photograph.

Record details

Using Charitable Lead Trusts to Exit Private Financing Arrangements.

• Authors : Storm, Lina R.

Subjects: ESTATES (Law); INCOME in respect of decedent; ESTATE planning

• Source: Journal of Financial Service Professionals; Sep2009, Vol. 63 Issue 5, p65-73, 9p

Record details

Leveraging ILITs with Taxable Gifts versus Private Split-Dollar Loans.

• Authors : Towers, Russell E.

Subjects: LIFE insurance trusts; GIFT taxes; TAX planningUNITED States

• Source: Journal of Financial Service Professionals; May2008, Vol. 62 Issue 3, p43-50, 8p

Record details

LAST-CHANCE TAX SAVINGS.

• Authors : BLOCK, SANDRA

Subjects: PERSONAL finance; INCOME tax laws; TAX planningUNITED StatesUNITED StatesUNITED StatesReport Available

• Source: Kiplinger Personal Finance. Dec2012, Vol. 66 Issue 12, p50-52. 3p. 5 Color Photographs.

Record details