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While future tax law changes are anyone's best guess, it's plausible that estate taxes may increase. If that turns out to be the case, gifti

There are nine community property states: Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, and Wisconsin.

Under the CARES Act, RMDs for IRAs are waived for calendar year 2020.

Review your estate plan if any of the following events are applicable to your situation...

Internal Revenue Code Section 6166(a)(1) provides that an executor may elect to pay all or a portion of the estate tax attributable to a ...

Stimulus Payments: Up to $1,200 per person ($2,400 married joint) and $500 per child under 17. Eligibility is based on 2019 tax filing (...

New York Governor Andrew Cuomo has issued Executive Order 202.7, which temporarily suspends the rule requiring physical appearance before...

Learn how to avoid the three year rule problem.

Proper planning allows a partner to avoid having its share of losses shifted away to other partners.

Pretty much everything you own is a capital asset.

Failure to file a FBAR when required to do so may result in civil penalties, criminal penalties, or both.

How is life insurance taxed?

The SECURE Act, effective January 1, 2020, makes significant changes to the laws affecting IRA and 401(k) plans.

The more donees who are given Crummey withdrawal powers, the greater the amount of property that can be gifted tax-free to the trust.

Stock purchase agreements are useful when there is a need to restrict the transfer of stock to undesirable third parties.

The Confusion Surrounding Joint Bank Accounts in New York is epic.

Four categories of taxpayers are potentially taxed on trust income.

Though seemingly an unusual event, disclaimers are actually quite common, for a variety of reasons.

The decedent and their estate are separate taxable entities.

Grandparents who already take full advantage of the annual exclusion for gifts to grandchildren can make additional tax-free transfers.