Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. When the first of two spouses dies the survivor can safeguard the ...
To avoid probate, many CD owners choose to name a transfer-on-death (TOD) beneficiary to their account—that is, someone who ...
Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. Estate tax repeal may really happen! What does that mean to your ...
Tax Court in Brief | Estate of Kalikow v. Comm’r | Estate Tax Taxation and Deductions and QTIP Trust
Freeman Law’s “The Tax Court in Brief” covers every substantive Tax Court opinion, providing a weekly brief of its decisions in clear, concise prose. For a link to our podcast covering the Tax Court ...
New York City Mayor Zohran Mamdani is under fire for backing a plan that would slash New York’s estate tax exemption by nearly 90%, a move opponents say could drag middle-class families into a tax ...
The IRS further postponed the due date for the new reporting requirement, under which estates must report the value of estate assets to the IRS and to beneficiaries. The 1972 transfer was in the ...
Sonja E. Pippin, associate professor in the Department of Accounting and Information Systems at the University of Nevada, Reno, received the JofA’s Lawler Award for the best article of 2017. This ...
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