Displaying 2 items of More for Your Money with the tag "form 706".
-
Episode 42: Market Selloff, Decoding the OBB, and Navigating New Tax Limits (SALT, Deductions, and Estate Taxes) - 10/11/2025
October 11th, 2025 | 52 mins 50 secs
2025 tax changes, 401k catch up, 401k limits, above the line deductions, auto loan interest deduction, charitable contributions, china tariffs, economic news, estate tax exclusion, flat tax, form 706, gift tax form 709, itemized deductions, leapfrog strategy, lifetime gift exclusion, market selloff, obb, one big beautiful bill, overtime pay deduction, qualified tip deduction, roth 401k, roth ira conversions, russell 2000, s&p 500, salt limit, senior deduction, standard deduction, state and local tax, tax cuts and jobs act, tax phase outs, tax simplification, tcja sunset, trade war, trump account for young children
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.
-
Episode 25: Estate Planning: Navigating Gift Tax, Irrevocable Trusts, and More with Attorney Mike Vogel - 06/14/2025
June 14th, 2025 | 52 mins 50 secs
annual exclusion, asset protection, attorney advice, business entities, corporate structures, elder law, estate planning, estate tax exemption, family wealth, farm planning, financial education, financial flexibility, form 1041, form 706, form 706 portability, form 709, gift tax, gift tax return, irrevocable trusts, janesville attorney, law firm growth, legal counsel, lifetime exemption, llc, long-term care expenses, medicaid planning, mike vogel, nursing home costs, post-death matters, private pay, probate, s corporation, step-up in basis, tax knowledge, tax returns, trust administration, vogle law firm, wisconsin estate planning
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.