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Courtesy of Armstrong, Fisch, & Tutoli Attorneys at Law

Answering a Common Tax Question

Courtesy of Armstrong, Fisch, & Tutoli Attorneys at Law · November 1, 2012 ·

People often ask San Diego estate planning lawyers about the taxes that must be paid when gifts are given. A common question involves reporting a cash gift as income when you are filing your tax returns. The fact is that you do not have to include cash gifts that you receive because they are not considered to be taxable income. But that does not mean that there are no taxes involved in gift giving. In truth the taxation started when your income was taxed. You may then take some of the …

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TWO TRUSTS TO CONSIDER

Courtesy of Armstrong, Fisch, & Tutoli Attorneys at Law · February 24, 2012 ·

  Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with …

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Taxes

Courtesy of Armstrong, Fisch, & Tutoli Attorneys at Law · December 19, 2010 ·

Congress did it! The Bush tax cuts have been extended, which means that no one should get a tax increase come Jan 1st..In fact, if you're working, your social security withholding will be decreased (but it may take til 1/31 to see the results). Most significantly, we have the Obama tax cuts for estate taxes. The new exclusion is $5 million, and you can also give that amount away during your lifetime. Step-up basis is back, and the estates of those who died in 2010 get to choose if they want the …

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Tax Update

Courtesy of Armstrong, Fisch, & Tutoli Attorneys at Law · December 13, 2010 ·

The Obama-Republican tax deal (an extension of the Bush tax cuts) have enough votes in the Senate. Even better, it includes a $5 million estate tax exemption and 35% tax on the excess. But, like all good things, it comes to an end..this time in two years. The difference is that this time the $5 million can be gifted during life and is also free from Generation-skipping tax..the only problem is whether the House will go along...Stay posted! …

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Taxes

Courtesy of Armstrong, Fisch, & Tutoli Attorneys at Law · December 6, 2010 ·

President Obama and the Republicans agreed today to extend the Bush tax cuts for all and to set the estate tax exemption amount at $5 million. Now the Democrats have to be convinced. Extending jobless benefits is one carrot, wouldn't be surprised if the compromise reduces the exempt amount to $3.5 million... …

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Armstrong, Fisch & Tutoli, Attorneys at Law

Armstrong, Fisch & Tutoli, Attorneys at Law

WHERE WE ARE

Armstrong, Fisch & Tutoli, Attorneys at Law
6050 Santo Road, Suite 240,
San Diego, CA 92124
Phone: 858-453-0626

Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory Services SM. Placing business through Avantax Insurance Services SM. CA# 0D57837

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