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If you expect to receive an inheritance from a family member, you might want to use a qualified disclaimer to refuse the bequest, saving gift and estate tax while redirecting funds appropriately.
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October is Cybersecurity Awareness Month. The IRS recently warned the public of scams called “smishing” that use texts to steal personal information or download malicious code to a phone.
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Rep. Vern Buchanan has introduced legislation to make permanent certain individual-related and small-business-related provisions of the Tax Cuts and Jobs Act (TCJA).
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Updated October, 2022: The DOL has issued a proposed rule that revises earlier guidance employee or independent classifications.
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The Biden administration has rolled out a new webpage for taxpayers to learn more about how to claim various energy tax credits under the Inflation Reduction Act.
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Too many people miss out on a tremendous tax savings because they simply don’t know they qualify as a real estate professional. Don’t let this be you!
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Congress has officially passed the Inflation Reduction Act of 2022 and the President will be signing the bill soon. Find the key provisions of this bill that could impact you and your organization.
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The generation-skipping transfer (GST) tax is among the harshest and most complex in the tax code. So, if you’re planning to share some of your wealth with your grandchildren or great grandchildren — or if your estate plan is likely to benefit these generations — it’s critical to consider and plan for the GST tax.
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Toyota is the latest auto manufacturer to sell enough plug-in electric vehicles to trigger a gradual phaseout of federal tax incentives for specified models sold in the U.S.
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The terms “last will and testament” and “living will” may sound similar, but, in fact, they’re not at all similar. The latter is an important estate planning document that details your medical wishes should you become incapacitated.
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