You worked hard to have a comfortable life and pass on some wealth to your heirs. Unfortunately, if not done strategically, ...

The most significant tax overhaul since 2017 creates unprecedented opportunities—but only for those who act before December ...

The IRS is raising standard deductions for 2026 — up to $32,200 for joint filers and $16,100 for singles — along with larger ...

Want to get on someone’s good side? Help them out financially? Or, perhaps, just make them really happy? Give ‘em a gift! (Cash is always nice.) But if you’re in a gift-giving mood, and you have a lot ...

The recently enacted One Big Beautiful Bill Act (OBBBA) brings sweeping and permanent changes to the federal estate, gift and generation-skipping transfer (GST) tax landscape. Most notably, it ...

A recent Tax Court order highlights the gift and estate planning opportunities afforded when a senior family member makes loans to other family members. In Galli v. Commissioner, Docket Nos. 7003-20 ...

We may be facing a "use it or lose it" scenario when it comes to year-end planning for estate and gift taxes. Yet, because of the uncertainty in the laws, many taxpayers have not taken any action. We ...