Copyright © 2019 TRC Financial. All rights reserved.

TRC Financial Insurance Services and affiliates are presently licensed to sell insurance and annuity products, as well as other securities products in the following states: Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Washington, West Virginia and Wisconsin. Residents of other states should consult with a local registered representative for insurance services and securities products. Proper state registration is mandatory prior to conducting business in that state. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and a client suitability review. CA License - #0E14614 \ CA License #0B40789 \ CA License #0B52893 - The principle place of business and the state of domicile for TRC Financial is: 1 Post, Suite 150, Irvine, CA 92618. Securities offered through Registered Representatives of M Holdings Securities, Inc., a Registered Broker/Dealer Member FINRA / SIPC. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. TRC Financial is independently owned and operated and is a Member Firm of M Financial Group. Please go to www.mfin.com and click on “Disclosure Statement” at the bottom of the home page for further details regarding this relationship.

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IRS Releases 2012 Inflation-Adjusted Estate and Gift Tax Amounts

October 27, 2011

 

The amount of gifts that may be made in 2012 by one person to another without causing the donor to include some portion in his taxable gifts (the “annual exclusion amount”) will remain at $13,000.

 

By statute, the estate, gift and generation-skipping transfer tax exemptions, which were “reunified” at $5 million per person in the “Tax Relief, Unemployment Insurance Authorization and Job Creation Act of 2010” (“TRA 2010”), are increased by inflation for taxable years beginning after December 31, 2011. Any increase must be rounded to the nearest multiple of $10,000. In 2012 that inflation adjustment will result in an exemption of $5,120,000 per person. These exemptions, in the absence of Congressional action, are scheduled to fall to $1 million on January 1, 2013 (adjusted, in the case of the GST exemption, for inflation).

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