This webinar explores potential tax law changes and offers tax-saving strategies for 2024. Retirement planning, estate planning, charitable contributions. The recent webinar, “Navigating the Sunset of ...

The term “resident” is defined differently for US federal income tax purposes and US federal estate and gift tax purposes. The mismatch in the ...

For those following the family feud involving Rupert Murdoch and his four oldest children, the focus may have been on what it ...

It’s crunch time for year-end tax planning. At this late juncture, hopefully our readers have already implemented, or at ...

Assets in a revocable trust bypass the probate process ... according to the rules established by the grantor.

For investors, understanding the new tax, healthcare, and retirement landscape is crucial to navigating the future.

Under the new rules, most non-spouse beneficiaries ... A GRAT is a type of irrevocable trust that allows the grantor to transfer assets and receive annuity payments for a set period of time.

The US government's estate tax revenue has barely changed since 2000, despite the wealth of the richest Americans having roughly quadrupled ...

The report attributes the easing of estate tax rules to the years of budget cuts ... This was an intentionally defective grantor trust which in the US, is nicknamed “I Dig It.” ...

They are often recommended by expensive legal and financial experts who use complex tax rules, court decisions ... In 2012, he set up an irrevocable trust with 5.84 lakh shares of Nvidia, valued ...