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

Wondering if you’ll owe federal gift tax in 2025? You’re probably in the clear. Most people never pay the gift tax thanks to generous annual and lifetime ...

Key changes in estate and gift tax exemptions and valuation rules for 2025 offer expanded benefits, though some are temporary: Estate and gift tax exemption: The lifetime exemption rises to ...

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

With the end of the year upon us and many people in the gift giving mood, I thought it would be a good time to discuss gift taxes. There is much confusion in the general public regarding gift taxes so ...

A. The gift and estate tax laws are not changing at the start of 2025, but if lawmakers in Washington, D.C., don't pass new legislation by the end of the year, there will be big changes at the end of ...

Got questions about the new deductions for tips, overtime, seniors and car loans? Here’s what you’ve been asking—along with my answers—about those, as well as other updated tax provisions. The One Big ...

With 2025 drawing to a close, the tax landscape looks very different from where we stood just 12 months ago. The passage of the One Big Beautiful Bill Act (OBBBA) has rewritten several key components ...

Want to get on someone’s good side? Help them out financially? Or, perhaps, just make them really happy? Give ‘em a gift! (Cash is always nice.) But if you’re in a gift-giving mood, and you have a lot ...