This is a generationally significant moment—strategic action now can preserve and protect multigenerational wealth when it ...

The gift tax is a federal tax set by the Internal Revenue Service ... "Instructions for Form 709, United States Gift (and Generation-Skipping Transfer) Tax Return," Pages 8-9, 20.

The primary goal of estate planning is transfer of assets – money or property – from a donor to a beneficiary. One aspect of ...

SALT includes income taxes, of course, but also property taxes, so the new cap hit taxpayers in high-tax states like New York, New Jersey, and California particularly hard.

The U.S. tax system is a multifaceted structure that requires a clear understanding of its various components. At the core, ...

Whereas, other taxes such as license taxes gathered over $68.85 billion in tax revenue for all 51 states combined. Other taxes including death and gift tax, documentary and stock transfer tax, and ...

While it did lower marginal income tax rates across the board, reducing the top rate from 39.6 percent to 37 percent, it also ...