When making gifts in 2024, taxpayers should consider recent and planned future federal tax changes, including:

In 2024 the gift tax annual per-recipient exclusion increased to $18,000;

In 2024 the gift/estate tax lifetime exemption increased to $13.61 million; but

In 2026 that lifetime exemption is scheduled to plunge to around $5 million.

We are happy to share the investment insights of our friends at Reynders McVeigh Capital Management, LLC in the February 2024 edition of their “The Long Run“ investment letter. Enjoy!

The Long Run - February 2024

We are happy to share the July 2023 investment newsletter from our friends at Reynders McVeigh Capital Management, LLC. Enjoy!

Long Run Newsletter - July 2023

We are happy to share the April 2023 investment newsletter from our friends at Reynders McVeigh Capital Management, LLC. Enjoy!

The Long Run - April 2023

We are happy to share the January 2023 investment newsletter from our friends at Reynders McVeigh Capital Management, LLC. Enjoy!

The Long Run - January 2023

We are happy to share the 2022 year end planning recommendations of our friends at Reynders McVeigh Capital Management, LLC. Enjoy!

We are happy to share the investment insights of our friends at Reynders McVeigh Capital Management, LLC in the October 2022 edition of their “The Long Run“ investment letter. Enjoy!

We are happy to share the investment insights of our friends at Reynders McVeigh Capital Management, LLC in the April 2022 edition of their “The Long Run“ investment letter. Enjoy!

When making gifts in 2022, taxpayers should consider recent and planned future federal tax changes, including:

• In 2022 the gift tax annual per-recipient exclusion increased from $15,000 to $16,000;

• In 2022 the gift/estate tax lifetime exemption increased from $11.7 million to $12.06 million; but

• In 2026 that lifetime exemption is scheduled to plunge to around $5 million