Estate taxes

Tax advisors can play a significant role in alerting clients to the availability of various options and strategies for an unneeded life insurance death benefit.

The music superstar and Kansas City Chiefs football player together would have a vast fortune and are likely to need expert tax and financial planning advice.

Substantial presence; not in the floor but in ourselves; confusion and complexity; and other highlights from our favorite tax bloggers.

Experts say there are many reasons some beneficiaries reject assets and big problems if they fail to do so correctly. Here's a guide to avoiding them.

The sprawling new tax law includes a number of provisions that present opportunities for accountants and tax professionals to discuss estate and gift planning.

OBBBA and gambling; a billing lesson from bookkeeping; BOI 2.0; and other highlights from our favorite tax bloggers.

While the advantages to the parents often receive the most attention, a summer job could pay literal dividends to the children, experts say.

Senate Republican Leader John Thune has been a vocal critic of the 40% estate tax paid by the wealthiest U.S. individuals when they die.

No more paper checks; death and tax debt; the perfect time to onboard software; and other highlights from our favorite tax bloggers.

Financial advisors have the opportunity to spur important discussions and bring peace of mind to the uncertainty around the Tax Cuts and Jobs Act, an expert said.

Between January 2021 and July 2024, the IRS processed nearly 610,000 manual refunds for deceased taxpayers, but in many cases took over a year.

Replacing corporate income tax; multigenerational challenge; new blog on the block; and other highlights from our favorite tax bloggers.

Financial advisors and their clients will need to prepare for many possible outcomes by focusing on the key themes around these eight TCJA policy issues.

President Trump and his Republican allies in Congress aim to extend the expiring provisions of the Tax Cuts and Jobs Act. But they'll need to fill in a lot of details first.

For wealthy and ultrahigh net worth clients, the advantages often prove very attractive. But the policies carry some sophisticated planning challenges and a high cost.

The House Ways and Means Committee passed a set of bipartisan bills aimed at improving tax filing and administration at the Internal Revenue Service.

Tariffs' effects; the right CMS; new blog on the block; and other highlights from our favorite tax bloggers.

Next year is set to become one of the most significant in modern history when it comes to shaping the tax and financial planning environment.

The tax advantages and a degree of flexibility have added to the appeal of spousal lifetime access trusts. But they aren't a fit for everyone.

A new study shows how the estate planning work of financial advisors carries a direct connection to reducing disparities over time.