NYC Mayor Mamdani's estate tax plan would cut the exemption to $750K and raise rates to 50%, a move critics say could burden ...

Chad Cummings, certified public accountant (CPA) and attorney at Cummings Law shared what four things seniors need to check when it comes to estate taxes.

The federal gift and estate tax exclusions and the generation-skipping transfer (GST) tax exemption increased significantly under the One ...

Following recent inflation adjustments, federal estate, gift, and generation-skipping transfer (GST) tax exemptions have soared to a record-high ...

The annual gift tax exclusion remains $19,000 for 2026. Learn how the new tax law permanently increases the lifetime estate ...

The documents your clients are already gathering for their returns are the same documents an estate planner needs to build or update a comprehensive plan.

The IRS released its 2026 "Dirty Dozen" tax scams list to protect taxpayers from identity theft, phishing emails, fake ...

Several NY representatives are raising red flags about the Democratic socialist NYC mayor's proposal to reduce the estate tax threshold by 90%.

Higher exemptions and new state tax rules mean many legacy trusts now create problems instead of solving them for clients ...

The good news is that even the New York state legislature, not exactly populated with fiscal hawks, is unlikely to consider ...

New York City Mayor Zohran Mamdani wants to slash New York state’s estate tax exemption threshold by almost 90%, from a more ...

When it comes to estate planning for blended families is proving to be a watershed year. For high-earning professionals—surgeons with private practices, partners at prestigious law firms, and C-suite ...