Knowing the annual gift tax exemption can save you time and money.
Tax rules for wealth transfers and investment profits are shifting in 2026, and the changes are unusually generous. Bigger ...
IRS Form 708 is here. 40% Tax on Gifts & Bequests from Covered Expatriates (former citizens and green card holders). Transfer ...
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, ushered in significant federal tax changes. Below are several key provisions ultra-high-net-worth (UHNW) families and ...
Other rules that apply to superfunding a 529, so anyone considering this option should discuss their situation with a tax pro ...
As the holidays approach, many of us start thinking about meaningful ways to bless the lives of those we love. A wrapped present is thoughtful, but a well-planned financial gift can have an impact ...
New Tax Rules: Income the IRS Won’t Touch in 2025 From financial gifts to Roth withdrawal rules, here’s what income stays tax-free under the new Trump 2025 tax bill, and some information on what’s ...