Frequently Asked Questions
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What if I receive a notice from the Internal Revenue Service or a State Tax Agency?
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Beginning January 1, 2010 - Estate tax exclusion - $-0- - Annual gift tax exclusion - $13,000 - Lifetime gift tax exclusion (in excess of annual exclusions) - $1,000,000 Note: There were no changes to the annual or lifetime exclusions in 2010 |
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Reminders for Tax Season |
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As you begin to gather and prepare year-end tax information please keep the below points in mind:
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