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Reduce gift and estate tax exposure by making direct payments of tuition and medical expenses

January 14, 2021 by Apel Associates

Reduce gift and estate tax exposure by making direct payments of tuition and medical expenses

Now that the gift and estate tax exemption has risen to $11.7 million for 2021, you may be less concerned about these taxes. But if you have children or grandchildren in college or with medical expenses, you may want to take advantage of the exemption for direct payments of tuition and medical expenses. It can […]

Filed Under: Blog Tagged With: estate tax, gift tax, medical expenses, tuition

Can you qualify for a medical expense tax deduction?

December 15, 2020 by Apel Associates

Can you qualify for a medical expense tax deduction?

You may be able to deduct some of your medical expenses, including prescription drugs, on your federal tax return. However, the rules make it hard for many people to qualify. But with proper planning, you may be able to time discretionary medical expenses to your advantage for tax purposes. Itemizers must meet a threshold For […]

Filed Under: Blog Tagged With: medical expense tax deduction, medical expenses, tax deduction

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