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Don’t Tax Yourself

A Publication of Bowditch & Dewey's Estate, Financial & Tax Planning Group

Blog

Category: Gifting

Katherine Dorval

Katherine Dorval Writes “Amending The IRS’s Anti-Clawback Provision On Gifting” for Financial Advisor

Estates, Gifting • By Katherine R. Dorval • June 1, 2022

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Year-End Charitable Giving and IRA Qualified Charitable Distributions

Gifting • By Sandra F. O'Neill • November 9, 2021

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Tax Tips for GoFundMe Donors and Organizers

Gifting, Taxes • By Bowditch & Dewey • October 22, 2021

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Dale Kaiser and Rebecca MacGregor to Present “Gifting Strategies to Reduce Massachusetts Estate Tax” (Webinar)

Gifting, Taxes • September 15, 2021

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Extension of CARES Act Incentives Relating to Charitable Giving: Planning with a Charitable Unitrust Remainder (CRUT)

COVID-19 Resources, Gifting • By Eileen Y. Lee Breger • August 20, 2021

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Kristin Shirahama Writes “Plan Ahead for Potential Estate and Gift Tax Changes” for Rethinking65

Estates, Gifting • By Kristin Wildman Shirahama • April 1, 2021

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Maximizing End-of-Year Charitable Giving

Gifting • By Eileen Y. Lee Breger • December 1, 2020

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Leveraging Gifts in a Down Market

Gifting • By Rebecca MacGregor • May 4, 2020