Giving a gift to a relative or friend can get you a gift in return from Uncle Sam in the form of future tax savings ...

Estate and gift tax rules are shifting quickly, and the window to lock in today's generous exemptions is closing as the 2026 changes approach. I focus here on eight concrete estate tax tactics that ...

The portability of the lifetime estate and gift tax exemption amount between spouses was introduced in the 2010 tax law. But details of portability aren’t well-known, and misunderstandings can cost an ...

While adding a child to a deed may seem straightforward, the tax implications can be complex and long-lasting. Depending on ...

Effective January 1, 2026, the federal estate and gift tax exclusion increases to $15 million per individual (or $30 million per married couple), with future adjustments for inflation. Although the ...

New estate tax rules and updated gifting limits give entrepreneurs fresh opportunities in 2026 to protect more wealth, reduce taxes and strengthen their financial legacy.

Discover how the annual exclusion lets you gift money or assets tax-free, understand its impact on gift taxes, and learn about special cases.

The sprawling new tax law dubbed the One Big Beautiful Bill Act includes a number of provisions that present opportunities for accountants and tax professionals to discuss estate and gift planning.

While the process of adding a spouse to a deed can be relatively simple, there are some tax implications that make it more ...