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  • About Timpe
    • About Timpe
    • News
    • Contact Us
  • Services
    • Accounting & Tax
    • Legal Services
    • Timpe Investment Advisory Services
    • Payroll
  • Form Download
  • Pay Online
  • Secure Portal

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Tag Archives for: "annual exclusion for gift tax"
 The 2022 gift tax return deadline is coming up soon
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By Gary Timpe
In Taxes
Posted March 17, 2023

The 2022 gift tax return deadline is coming up soon

Did you make large gifts to your children, grandchildren or other heirs last year? If so, it’s important to determine whether you’re required to file a 2022 gift tax return. And in some cases, [...]

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 Year-end giving to charity or loved ones
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By Gary Timpe
In Taxes
Posted December 2, 2022

Year-end giving to charity or loved ones

The holiday season is here and many people plan to donate to their favorite charities or give money or assets to their loved ones before the end of the year. Here are the basic tax rules involved [...]

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 Plan now to make tax-smart year-end gifts to loved ones
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By Gary Timpe
In Taxes
Posted October 20, 2022

Plan now to make tax-smart year-end gifts to loved ones

Are you feeling generous at year end? Taxpayers can transfer substantial amounts free of gift taxes to their children or other recipients each year through the proper use of the annual exclusion. [...]

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