Sloppy Tax Returns Can Cost Millions
As a recent case illustrates, estate tax returns require careful attention, or the consequences can be unfortunate.
Finally, Some Certainty!
Spoiler alert: the gift/estate tax exemption will be set permanently at $15MM in 2026, and thereafter index annually for inflation.
Age of Uncertainty
As the proposed tax bill makes it way through the House, what will the future tax law hold for estate planning opportunities?
To Repeal or Not to Repeal?
This article provides a thorough analysis of the implications of a possible estate tax repeal.
How the Ultra Wealthy Avoid Estate Taxes
Complex estate planning strategies can shield significant wealth from the estate tax. The key is to be proactive and start early.
Stepping Up at Death
The step-up in cost basis at death is an important consideration in any estate plan.