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Executors Beware!

Feb 3, 2026

The filing of estate tax returns is not to be taken lightly.

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Expanded Tax Incentives for Small Business Owners

Jan 27, 2026

Small business owners and their advisors, take note.

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Avoiding Gift Tax Return Snafus

Jan 13, 2026

As tax season approaches, this provides a good reminder of common errors to avoid in preparing gift tax returns.

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The Tangled Web We Weave

Dec 2, 2025

Modern technology has added complexity to the determination of a person’s heirs.

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Cleaning Out the Stale Leftovers

Nov 25, 2025

With the passage of OBBBA, it’s time to dust off those aging estate plans.

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The Disappearing Estate Tax

Nov 4, 2025

Is the Estate Tax Still Relevant?

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