Jean McDevitt Bullens, JD, EA, CFP

Articles by Jean

Charitable Giving Opportunities are Expanded under the CARES Act Temporary Waiver of Required Minimum Distribution Rules Tax Reporting of Fees to Personal Representatives and Trustees Making the Most of Your Charitable Gifts Changes to Federal Estate Tax Reporting Maine Estate Tax Law Change Taxpayers, Start Your Engines! Fifty Nifty United States: State Income Taxation of Trusts Alerting Clients to the Income Tax Implications of a Grantor Trust Active Tax Planning Makes for Satisfied Clients Optimizing the Timing of Tuition Payments for the Education Credit When the IRS Comes Calling – Or Is It Really a Scam? IRS Clarifies: Deductibility of Administration Expenses for Estates and Non-Grantor Trust TCJA Impact on Post Term QPRT Planning Tax Planning For Individuals After The Tax Cuts and Jobs Act The Estate Tax Portability Triple Mulligan Are Strings Attached to that Purse? How to Know if a Gift is Taxable (or Reportable!) Should I Document Gifts That Are Below The Annual Gift Tax Exclusion Amount? Fifty Nifty United States: State Income Taxation of Trusts Trust and Estate Expenses: Deductibility Under Final Treasury Regulations 2013 Year in Review: DOMA Ruling Changes Taxation Landscape 3.8% “Medicare Surtax” Encourages Us to Revisit an Old Friend – The 65-Day Rule Tax Laws Passed at the End of 2019 – Not All are 20/20 Treasury Department Issues Highly Anticipated Proposals Limiting Valuation Discounts 2013 Year End Tax Planning Considerations