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If you’re giving gifts this year you may be wondering if you need to file a gift tax return. In fact, there are situations when it’s necessary (or desirable) to file even if you’re not liable for any gift tax.
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Designed to ensure that wealth is taxed at each generational level, the GST tax is among the harshest and most complex in the tax code. If you want to share some of your wealth with your grandchildren, it’s critical to plan ahead.
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No matter how much effort you’ve invested in crafting an estate plan, your will, trusts and other official documents may not be enough. Consider also drafting a “road map” to guide your family in executing your plan.
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A primary goal of estate planning is to ensure that your wishes are carried out after you’re gone. It’s important to design your estate plan to withstand potential will contests or other challenges down the road.
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If digital assets show up on your balance sheet, it’s important to understand how the actions you take with them could impact your tax liability.
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Do you own nonfungible tokens (NFTs)? If so, you need to know that the IRS intends to treat certain NFTs as collectibles for tax purposes.
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A bipartisan coalition in the U.S. House of Representatives has renewed its push to lift the $10,000 cap on deducting state and local taxes (SALT) from federal tax returns.
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Distributions from a traditional Individual Retirement Account (IRA) are generally taxable when received, though exceptions like the Qualified Charitable Distribution (QCD) for those who are interested in making charitable donations.
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Holiday season is nearly here, and many taxpayers are beginning to think about giving to charity. Be on the lookout for charity scams.
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Did you employ a household worker in 2021? This could include a housekeeper, nanny, gardener, cook, health care worker, tutor or someone else. If so, you may owe what’s commonly called the “nanny tax.”
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