G.R. Reid Blog G.R. Reid Associates LLP - G.R. Reid Wealth Management, LLC - G.R. Reid Health Management, LLC - G.R. Reid Insurance Services, LLC - G.R. Reid Consulting, LLC - Woodbury, New York - Great Neck, NY





Our news articles are posted on a regular basis to give our clients relevant and timely information about matters pertaining to our financial services. Browse through our current and archived articles to learn more.

Tag Archives: Trusts

Accounting & Tax :: How to Use the Internal Revenue Service Rules and Regulations to Achieve Estate Tax Savings

The use of trusts known as Intentionally Defective Grantor Trusts (IDGT) may provide the opportunity for estate tax savings by using the IRS rules and regulations in your favor. In this instance, the term defective does not mean that it … Read more

Posted on in category: Accounting & Tax, Financial & Wealth, Personal Accounting | Tagged , , , , , , | Leave a comment

Time Is Running Out to Utilize the Full $5.12 Million Gift Tax Exclusion Expiring 12/31/12

Preferential gift and estate tax treatment afforded under current law is set to expire on December 31, 2012. Individuals with assets in excess of $1 million should consider taking steps now to take advantage of this favorable tax law before … Read more

Posted on in category: Accounting & Tax | Tagged , , , , | Leave a comment