24/7 Wall St. on MSN2d
Considering Early Inheritance? How to Navigate Gift and Estate Taxes
Strategic use of gifting disbursements before one's demise can help to ensure the maximum amount of bequests to one's heirs ...
Journal Record4d
Gavel to Gavel: Estate and gift tax laws sunset in 2026, be prepared
A key federal estate, gift and generation-skipping transfer tax exemption included in the Tax Cuts and Jobs Act (“TCJA”) is ...
JD Supra13d
Breaking Down the IRS's 2025 Inflation Adjustments for Estate and Gift Planning
The IRS has released new inflation-adjusted figures that can impact your estate and gift planning. These numbers seem like a ...
WealthManagement.com4d
IRS Issues Final Regs on Tax of Transfers from Covered Expatriates to U.S. Residents
Internal Revenue Service recently issued final regulations (final regs) imposing a tax on U.S. citizens, residents and ...
Liz Weston: Youngest brother was left out of aunt’s will. How much can we share with him without tax penalty?
My brother and I want to do the right thing for our younger brother and give him an equal share from our inheritance. I know ...
Giving or Receiving a Down Payment Gift? Here Are the Tax Consequences
Down payment amounts above $19,000 and received as a gift must be reported on a gift tax return by the person making the gift—not the beneficiary. But that doesn't mean the donor will pay taxes. "The ...