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Beneficiaries won't get hit with a 50% penalty for not making withdrawals in 2021 and 2022 — an unexpected move by the IRS. But questions still remain.
October 10 -
New rules on "portability" mean that a surviving spouse can lock in her deceased partner's exclusion years after exemption levels decrease come 2026.
October 4 -
Some favorite techniques used by the wealthy in recent years aren't looking so good amid higher interest rates.
September 27 -
What will happen to your practice if you die prematurely? What happens if you suddenly become disabled?
August 22WithumSmith+Brown PC CPAs -
Think you’ve locked in your high exemption from gift and estate taxes? The agency suggests a rethink.
May 10 -
Grantor-retained annuity trusts thrive in a volatile stock market. Here are the lucrative tax reasons.
May 3 -
An interesting state survey; Bozo moments; the importance of portals; and other highlights from our favorite tax bloggers.
April 5 -
Ending tax-free wealth transfers through the longstanding step-up in basis loophole is among the proposals.
March 29 -
House Ways and Means Oversight Subcommittee chairman Bill Pascrell, D-New Jersey, is asking the Treasury Department to curb the use of irrevocable grantor trusts by wealthy families to avoid taxes.
March 9 -
R. David Yost and his soon-to-be-former son-in-law are slugging it out in court over allegations of tax evasion.
February 8