678.802.8800
  • Facebook
  • Facebook
  • Have Questions on Crypto?
Credo CFOs & CPAs
  • HOME
  • SERVICES
    • Tax, Strategy & Mitigation Services
    • CFO Services
    • Concierge Bookkeeping Services
  • ABOUT US
    • Firm Leadership
    • The Credo Way
    • Join the Credo Team
    • Why Credo
    • Client Testimonials
    • Reading Recommendations
    • Media Kit
      • Branding Guidelines
      • Videos
      • Radio Clips
  • RESOURCES
    • Resources & Videos
    • Leadership Series
    • Events
    • News
    • Blog
    • Credo Solutions
  • FOR CLIENTS
    • Client Portal Login
    • Client Portal FAQ’s
    • Tax Forms and Checklists
  • CRYPTOCURRENCY
  • CONTACT US
Select Page
Impact of Tax Laws Changes on Estate and Gift Taxes: What You Need to Know and  How to Act on It Now

Impact of Tax Laws Changes on Estate and Gift Taxes: What You Need to Know and How to Act on It Now

by Mary Rose Somera | Dec 3, 2021 | CPA Services, Tax Compliance, Tax Strategies

Estimated Read Time: 7 minutes – Just recently, IRS has announced the new inflation-adjusted numbers for 2022 with estate and gift tax exemption climbing up to higher figures which means that affluent taxpayers can gift more to their heirs tax free during life or at...
Understand the Basics of Estate and Gift Taxes and the Importance of Valuation  On Your Estate and Gift Planning

Understand the Basics of Estate and Gift Taxes and the Importance of Valuation On Your Estate and Gift Planning

by Mary Rose Somera | Dec 3, 2021 | CPA Services, Tax Compliance, Tax Strategies

Estimated Read Time: 6 minutes – A key area of personal financial planning is preparing for the transfer of property during an individual’s lifetime and at death. Although this is not a concern of the majority, minimizing estate and gift taxes is a major...
Top Planning Opportunities to Reduce Estate and Gift Taxes

Top Planning Opportunities to Reduce Estate and Gift Taxes

by Mary Rose Somera | Dec 3, 2021 | Tax Compliance, Tax Strategies

Estimated Read Time: 5 minutes – The impact of estate and gift taxes and exclusion amounts on estate planning strategies must be regularly monitored and assessed as they differ every year. With IRS’ recent announcement of the new inflation-adjusted numbers for 2022,...

Newsletter Subscribe

Sign up to receive important updates and news from our team.

You have Successfully Subscribed!

Recent Articles

  • What to Consider When Choosing a Valuation Partner
  • How Business Valuation Helps in Maximizing Your Company’s Growth and Valuation Potential
  • Is Profit Sharing Plan Right For Your Business?
  • Employee Compensation Plan: The Key to Attracting and Retaining Great Talents
  • Educational Benefits and Hire-Your-Child Tax Planning Strategies

Categories

  • Accounting & Business Services
  • Articles
  • CFO Services
  • CPA Services
  • Cryptocurrency
  • equity incentives
  • Events
  • Forensic & Valuation
  • Human Resources
  • Leadership Series
  • News
  • Tax Compliance
  • Tax Strategies
  • Uncategorized
  • Videos

Main Office

3800 Mansell Road, Suite 150
Alpharetta, Georgia 30022
(678) 802-8800

Map to Credo Finance

Helpful Links

  • Check Federal Refund Status
  • Check GA State Refund Status
  • Facebook

© 2011 - 2022 Credo Financial Services, LLC | All Rights Reserved | Privacy Policy