In the year that a taxpayer dies there may still need to be one or more tax returns that are required to be filed after their death. The need for these filings is dependent upon the income that the ...

Federal estate and gift tax rules are poised for a major shift in 2026, affecting how much wealth families can transfer ...

The new year 2026 or straightforward concept. number 2026 written on the road in forest. planning and challenge, business ...

The portability of the lifetime estate and gift tax exemption amount between spouses was introduced in the 2010 tax law. But details of portability aren’t well-known, and misunderstandings can cost an ...

The U.S. Tax Court upheld the IRS’s determination that the estate was liable for an estate tax deficiency and addition to tax, and that the taxpayer was liable as a ...

Wealthier Americans need to keep an eye on the federal estate tax exemption amount, which is an important factor in any ...

Several federal tax changes take effect in 2026, including higher deductions, credits, and income thresholds. Here's how they ...