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Qualified Business Income

Need Info on Qualified Business Income? A lot of people have been asking about Qualified Business Income recently and one of our authors, Paul Winn CLU ChFc  has nicely offered us an excerpt from his course Tax Cuts and Jobs Act -Individual Tax Preparation. Qualified...

Inflation Adjusted Limits and Thresholds

One of our authors, Paul Winn, recently sent me tax information. The IRS recently sent notification of modified revisions of inflation-adjusted limits and thresholds to reflect the change in calculating inflation from the previous method to the Chained Consumer Price...

Federal Estate Tax Portability Act

Federal Estate Tax Portability Federal estate tax portability means that a surviving spouse can inherit the estate and gift tax exemption of a surviving spouse.  Simply put, a couple can pass up to $10.86 million ($5.43 million for each spouse) in 2015 without the...