Estate taxes

Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.

Some financial advisors and tax professionals with high net worth clients could find big advantages before the expiration of provisions of the Tax Cuts and Jobs Act.

A pair of lawmakers proposed a bill to end the abuse of grantor-retained annuity trusts to avoid taxes.

Marlene Engelhorn plans to let 50 strangers decide the fate of her inheritance.

1099s every quarter; latest tax lawmaking; a crypto outlook for 2024; and other highlights from our favorite tax bloggers.

In a change that may affect financial advisors and tax professionals' clients, the agency reversed course on a position it took seven years earlier.

A Tax Court case involving the pop legend's estate shows why there are many reasons and justifications for different valuations.

Senate Republicans have a new proposal to end the 'Death Tax.'

Estate tax collections in 2021 hit their highest levels since former President Donald Trump's tax cuts took hold, a stark trend reversal that experts attribute to one-off pandemic factors.

New rules on "portability" mean that a surviving spouse can lock in her deceased partner's exclusion years after exemption levels decrease come 2026.