Brian Geissler, Author at WilkinGuttenplan

Navigating Year-End Gifting & Estate and Trust Considerations

Join Partner Brian Geissler and host Chris Frederick as they discuss year-end gifting and planning for estates and trusts. Listen to The Balance Sheet…

Brian GeisslerDecember 8, 2023

Accounting & Assurance Multimedia WG Podcast

IRC Code §663(b) – 65-Day Rule

IRC Code §663(b) - 65-Day Rule For estates and trusts, §663(b), otherwise known as the 65-day rule, states that a…

Brian GeisslerFebruary 20, 2023

Articles Estate and Trust Individual Tax

Did You Know? “Federal Estate Tax and Gift Tax Exclusion”

Generally speaking, each individual taxpayer is allocated a dollar amount to give away during his or her lifetime and bequeath…

Brian GeisslerFebruary 2, 2022

Articles Estate and Trust

President Biden’s “Potential” Proposed Changes to Estate/Fiduciary Taxes

On January 20, 2021, Joseph Biden was officially sworn in as the 46th President of the United States. So what…

Brian GeisslerJanuary 26, 2021

COVID-19 Estate and Trust

Estate and Gift Tax Filing COVID-19 Relief

As we all know by now, various types of income tax returns, including Individual, Corporate, Partnership and Estate/Gift have been…

Brian GeisslerMay 4, 2020

Articles Estate and Trust Multimedia Tax Services

Did You Know? “Tuition Gifting” Rule

https://www.youtube.com/watch?v=SPZnRMzXfy8 Each year, an individual can gift up for $15,000 (“annual gift exclusion”) per donee for 2019 and 2020 without…

Brian GeisslerDecember 20, 2019

Brian Geissler