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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 -
Small-firm owners and partners are in the best position to advise their clients on the giving, holding and receiving of this wealth.
February 7WithumSmith+Brown PC CPAs -
Gift tax returns and the wealth transfer strategies they reflect don’t face the same IRS logjams as individual returns.
January 24 -
Accountants go meta; muddy start to the season; the controller as preparer; and other highlights from our favorite tax bloggers.
January 11 -
Just 1,275 families paid $9.3 billion in estate tax in 2020, down from $20 billion from nearly 5,500 families in 2018.
November 18 -
Amid the pandemic, staying informed about life insurance strategies with trusts and estates is critical.
November 16 -
Democrats, unable to gain traction on taxes that affect only the ultra wealthy, have turned to trusts as little as $200k.
November 2 -
The latest proposal underscores a fierce fight in Congress over ways to pay for Biden's slimmer social-spending agenda.
October 27 -
The use of a SLAT to eliminate the risk of changes in the estate and gift tax system can help separate legacy assets from lifetime assets.
September 30Johnson Financial Group