Tax Charts
Exemption From Federal Estate Taxes: 1916 - 1997
The federal estate tax has been around in some shape or form since 1916. Here you will find a chart that shows historical estate tax exemptions and rates from 1916 through 1997.
Exemption From Federal Estate Taxes: 1997 - 2013
The exemption from federal estate taxes has gradually increased over the years while the estate tax rate has gradually decreased. Here you will find a chart that shows the increases in the exemption and decreases in the tax rate from 1997 through 2013.
Annual Exclusion From Gift Taxes: 1997 - 2013
The annual amount exempt from the federal gift tax, called the annual gift tax exclusion, was indexed for inflation beginning in 1997 and has slowly increased over the years. Here you will find a chart that shows the increase in the annual gift tax exclusion from 1997 through 2013.
Lifetime Exemption From Federal Gift Taxes: 1997 - 2013
The exemption from federal gift taxes has increased over the years while the gift tax rate has decreased. Here you will find a chart that shows the changes in the lifetime gift tax exemption and gift tax rate from 1997 through 2013.
Exemption From Federal Generation Skipping Transfer Taxes: 1997 - 2013
The exemption from federal generation skipping transfer taxes has increased over the years while the tax rate has decreased. Here you will find a chart that shows the changes in the generation skipping transfer tax exemption and tax rate from 1997 through 2013.
State Estate Tax and Exemption Chart
Currently only a handful of states and the District of Columbia collect a state estate tax. Here you'll find a chart that lists the historical and current estate tax exemptions for the states that collect estate taxes at the state level.
State Inheritance Tax Chart
Currently a handful of states and the District of Columbia collect a state estate tax, while seven states collect a state inheritance tax. Learn the difference between an estate tax and an inheritance tax and view a chart that summarizes the inheritance tax laws of Indiana, Iowa, Kentucky, Maryland, Nebraska, New Jersey and Pennsylvania.
State Tax Chart
If you are looking to move to a new state or for the best place to retire, then understanding what taxes will be associated with your move or retirement city will be important since each state has its own tax laws. Here you will find a chart that shows which states collect an income tax, sales tax, death tax, and/or gift tax.