CALL US:  248-641-0005 (MI) | 800-218-3230 (FL)
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 | REQUEST YOUR FREE CONSULTATION  
CALL US:  248-641-0005 (MI) | 800-218-3230 (FL)
SECURE CLIENT PORTAL
 | REQUEST YOUR FREE CONSULTATION  
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Category: Exclude from News

07 01 '22

Case Study: 2021 Might Be a Good Year to Make Taxable Gifts

Robert has an estate of $12 million. In 2021, he has already made $15,000 annual exclusion gifts to each of his chosen beneficiaries. With future inflation adjustments, the exemption might be enough to protect his entire estate. But he’s in good health and believes he’ll live beyond 2025. He also thinks that the exemption might…

CategoryExclude from News, Tax, Wealth Management

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Michigan

248.641.0005

Florida

800.218.3230

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About IMC

Iannuzzi Manetta differentiates itself from other firms through our personalized approach to accommodating your business or individual needs – no matter the scope or scale of your finance department or personal planning needs.  Making sure we understand your needs and meet them effectively — every time — is what sets us apart from other firms.

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Location

Troy
1175 W. Long Lake Road, Suite 201
Troy, MI 48098
Email: info@imc-cpa.com
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Florida
9291 Indigo Isle Court, Suite 201
Bonita Springs, FL 34135
Email: info@imc-cpa.com
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Services

Audit, Review, Compilation →



Cloud Accounting & Bookkeeping →



Business Tax Preparation →



Estate & Trust Tax →



International Tax →



Tax Consulting & Planning →



Business Succession Planning →



Business Valuation →



Forensic Accounting &
Fraud Prevention →



R & D Tax Credits →