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Tax

2018 Tax Year End; Things to Consider

Posted on: October 25th, 2018
While the end of the year is not quite here yet (but rapidly approaching), now is an opportune time to take a moment and start your year-end tax planning for 2018. This is particularly necessary this tax year because of the changes to the tax law that became effective in 2018. As a result of the significant changes in the law, your taxes may look different this year, so you should allow for some extra time in the preparation. Getting started early is even more essential if you are a business owner, have moved to another state, or plan to make charitable contributions before the year ends....

Estate Planning in 2018 things to consider

Posted on: February 1st, 2018
2017 is now fading into the rearview mirror. As we all look ahead to 2018, let’s consider a few things to watch regarding estate planning, especially with the reticently-passed Tax Cuts and Jobs Act. ...

2016 update for Federal and Montana estate taxes, gift taxes, and generation-skipping transfer taxes

Posted on: March 31st, 2016
The Internal Revenue Service has released the official inflation adjustments that will affect 2016 federal reporting for estate taxes, gift taxes, generation-skipping transfer taxes, and estate and trust income taxes. Remember, that although Montana does have an state estate tax, its computation is broken. Thus in reality Montana does not have a state estate tax. ...

2016 Estate Planning Update -- Trust Wills and Tax

Posted on: December 15th, 2015
The Internal Revenue Service has released the official inflation adjustments that will affect 2016 federal reporting for estate taxes, gift taxes, generation-skipping transfer taxes, and estate and trust income taxes. These changes will affect the way your accountant and your attorney help you plan as 2015 comes to an end....

Estate Tax Closing Letters - Taxpayers Must Request

Posted on: August 19th, 2015
Due to the increased volume of federal estate tax return filings in order to make the 'portability election,' the IRS has announced that estate tax closing letters will only be issued upon request by the taxpayer. This change in IRS policy started on June 1, 2015....

Reminder to file annual report

Posted on: March 7th, 2014
Reminder: all Montana corporations and Montana LLCs need to file their annual report with Montana Secretary of State. Also, Montana Corporations need to maintain their corporate formalities. ...
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