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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Final Regulations on Reportable Policy Sales on COLI & BOLI Marketplace

November 15, 2019

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IRS Releases 2017 Inflation-Adjusted Estate and Gift Tax Amounts

December 23, 2016

 

The amount of gifts that may be made in 2017 by one person to another without causing the donor to include some portion in his taxable gifts (the “annual exclusion amount”) will remain at $14,000.

 

Under the provisions of ATRA, the federal lifetime gift tax exemption has been indexed for inflation and therefore increased from $5,450,000 in 2016 to $5,490,000 million in 2017. Finally, the generation skipping transfer tax exemption has also been indexed for inflation and therefore increased from $5,450,000 in 2016 to $5,490,000 million in 2017.

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