Posts Tagged "christmas in july"

Christmas in July: Federal Gift Tax

Posted on Jul 28, 2014 in Estate Planning, Taxes | Comments Off on Christmas in July: Federal Gift Tax

The Federal Gift Tax and You What is the gift tax? Do I owe a gift tax? Do I need to report all gifts to the IRS? There are certain amounts and ways to give gifts tax free to your descendants and friends both during your life and through a properly arranged Estate Plan. What’s important is to learn the rules, set up a clear Estate Plan with Gary  (858-549-8600) and make sure your loved ones and finances are all squared away. What is the federal gift tax? The gift tax is a federal tax that applies to all the gifts you make in a lifetime. Lucky for most, unless you live in Connecticut or...

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Gifts for Clients and Associates: Holidays as a Business Owner Part 2

Posted on Dec 9, 2013 in Small Business, Success | Comments Off on Gifts for Clients and Associates: Holidays as a Business Owner Part 2

Gifts for Clients and Associates With an ever increasing number of holiday events, plays, parties, dinners, etc, staying on top of well wishes at the office can easily be put on the back burner.  Business owners, use the quick tips and ideas in our two part Small Business Holiday series to wow your clients and associates this season. In part one of our series we gave you great tips for your holiday cards. Today, we’ve got some ideas to make gift giving a breeze.     Part 2: Holiday Gift Ideas for Clients and Business Associates 1. Gift Cards– Its hard to go wrong with a gift...

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Holidays as a Business Owner: Part 1 Holiday Cards

Posted on Dec 7, 2013 in Small Business, Small Business Tips and Tricks Series, Success | Comments Off on Holidays as a Business Owner: Part 1 Holiday Cards

With an ever increasing number of holiday events, plays, parties, dinners, etc, staying on top of well wishes at the office can easily be put on the back burner.  If you’re a business owner, use the quick tips and ideas in our 2 part Small Business Holiday series to wow your clients and associates this season. http://worksmartlivesmart.com/wp-content/uploads/2008/12/Holiday-Stress.jpg Part 1: Tips for Proper Christmas Card Etiquette from TinyPrints.com  1. Be aware of which holidays each recipient celebrates. “Happy Holidays” and “Season’s Greetings” cards are an easy way to avoid...

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