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Posts in Applicable Federal Rates (AFRs).
By Trusts & Estates Practice Group on January 26, 2023 at 10:00 AM

The Internal Revenue Service has released the Applicable Federal Rates (AFRs) for February 2023. AFRs are published monthly and represent the minimum interest rates that should be charged for family loans to avoid tax complications.

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By Keith Grissom on January 25, 2023 at 12:45 PM

The past few years have seen a period of historically low interest rates, but the Federal Reserve has made multiple increases to the federal funds rate that have resulted in interest rate increases across the board. This will affect estate and wealth-transfer strategies in 2023 and beyond, as “we will likely see a shift from strategies that are more effective in a low-interest rate environment, to planning ideas that may benefit from higher rates,” writes Greensfelder Officer Keith Grissom for Rethinking65.

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By Trusts & Estates Practice Group on January 2, 2023 at 10:30 AM

The Internal Revenue Service has released the Applicable Federal Rates (AFRs) for January 2023. AFRs are published monthly and represent the minimum interest rates that should be charged for family loans to avoid tax complications.

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By Trusts & Estates Practice Group on November 29, 2022 at 11:15 AM

The Internal Revenue Service has released the Applicable Federal Rates (AFRs) for December 2022. AFRs are published monthly and represent the minimum interest rates that should be charged for family loans to avoid tax complications.

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By Trusts & Estates Practice Group on October 28, 2022 at 3:15 PM

The Internal Revenue Service has released the Applicable Federal Rates (AFRs) for November 2022. AFRs are published monthly and represent the minimum interest rates that should be charged for family loans to avoid tax complications.

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By Trusts & Estates Practice Group on September 28, 2022 at 12:00 PM

The Internal Revenue Service has released the Applicable Federal Rates (AFRs) for October 2022. AFRs are published monthly and represent the minimum interest rates that should be charged for family loans to avoid tax complications.

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By Trusts & Estates Practice Group on August 23, 2022 at 10:00 AM

The Internal Revenue Service has released the Applicable Federal Rates (AFRs) for September 2022. AFRs are published monthly and represent the minimum interest rates that should be charged for family loans to avoid tax complications.

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By Trusts & Estates Practice Group on July 19, 2022 at 4:15 PM

The Internal Revenue Service has released the Applicable Federal Rates (AFRs) for August 2022. AFRs are published monthly and represent the minimum interest rates that should be charged for family loans to avoid tax complications.

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By Trusts & Estates Practice Group on July 5, 2022 at 9:30 AM

The Internal Revenue Service has released the Applicable Federal Rates (AFRs) for July 2022. AFRs are published monthly and represent the minimum interest rates that should be charged for family loans to avoid tax complications.

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By Keith Grissom on June 16, 2022 at 9:00 AM

The June 2022 decision by the Federal Reserve to raise the federal funds rate by 0.75 percent marks the largest such increase in 28 years. Among the many areas this move will affect are estate and wealth transfer planning, as many common strategies have an interest component that can have a significant impact on the success of the strategy.

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