Not everyone wants an inheritance. Popular reasons for rejecting a windfall include avoiding tax hits, preserving…
Tag: Estate taxes
OBBBA boosts estate and gift planning opportunities
The sprawling new tax law dubbed the One Big Beautiful Bill Act includes a number of…
Estate planning strategies and tools for financial advisors
Enjoy complimentary access to top ideas and insights — selected by our editors. Financial advisors and…
Avoiding capital gains taxes with highly appreciated stocks
For families locked into highly appreciated stock that could bring a big tax hit from the…
Tax savings for business owners hiring kids
Business owners who employ their children in a reasonable but limited capacity at their firms can…
Trump bill unlikely to repeal estate tax, Senate leader says
Senate Republican Leader John Thune said President Donald Trump’s giant fiscal bill is unlikely to repeal…