annual exclusion Archives | Commonwealth Trust Company

Step It Up For Step-Up In Basis

March 17, 2016

The IRS announced the 2015 annual exclusion amount will rise to $5,430,000. The continued rise of the annual exclusion has […]

2015 Tax Inflation Adjustments

January 12, 2015

The 2015 inflation adjustments have been announced for estate, gift and generation-skipping transfer tax. The annual exclusion amount for 2015 […]

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