How much money can I give to my son and daughter-in-law without incurring a tax issue with the IRS? -Irwin For 2023, you can ...

Tax rules for wealth transfers and investment profits are shifting in 2026, and the changes are unusually generous. Bigger ...

With the end of the year upon us and many people in the gift giving mood, I thought it would be a good time to discuss gift taxes. There is much confusion in the general public regarding gift taxes so ...

Forbes contributors publish independent expert analyses and insights. Robert W. Wood is a tax lawyer focusing on taxes and litigation. During the holidays, many people give gifts or donations, but ...

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, ushered in significant federal tax changes. Below are several key provisions ultra-high-net-worth (UHNW) families and ...

The arrival of 2025 brings with it increased estate and gift exclusion amounts. For an estate of any decedent dying during calendar year 2025, the Federal applicable exemption will increase from ...

While we will not know the impact of the recent elections on federal tax legislation, we do know that the federal estate and gift tax exemptions are set to change in 2025, bringing new limits that ...

The gift tax is an onerous IRS excuse to confiscate a portion of funds that people may wish to give to immediate family, relatives, or friends. Certain debt-based accounting rules that support and are ...