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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 2018 Inflation-Adjusted Estate and Gift Tax Amounts

October 22, 2017

 

The IRS has announced the 2018 inflation adjustments for many tax provisions, including exemptions for estate, gift and generation-skipping transfer taxes and the annual exclusion amount for gifts.

 

The federal lifetime gift tax exemption has been indexed for inflation and therefore increased from $5,490,000 in 2017 to $5,600,000 in 2018. Also, the generation skipping transfer tax exemption has also been indexed for inflation and therefore increased from $5,490,000 in 2017 to $5,600,000 million in 2018.

 

The gift tax annual exclusion amount increased for 2018 to $15,000 from $14,000. This is the amount that each person can give to another person without using any gift and estate tax exemption. Payments of tuition to schools and medical expenses to health care providers do not count against either the $15,000 annual gift tax exclusion or the $5,600,000 gift and estate tax exemption.

 

Link to IRS announcement

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