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TAX NEWS YOU CAN USE

Click here for tax news including filing deadlines, federal gift tax exclusion, IRS standard mileage rates, and more

Trusts / fiduciaries taxes

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Unless otherwise indicated, the informa-
tion included in these tax articles is based on federal (IRS) regulations. State tax law often varies from federal tax law.

Topics
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Charitable remainder trusts
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Crummey trusts for gifts to children
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Life insurance trusts

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Qualified personal residence trusts

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Why the amount that a trust beneficiary reports is different from the amount he actually receives
More Taxes

 

JEANNE MAX AND ASSOCIATES
2525 Camino del Rio South • Ste. 350
San Diego, CA 92108-3971
Phone: 619-282-9050 • Fax: 619-282-9499
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