While it’s true the 2025 estate tax exemption is nearly $14 million per person ... If you would like a downloadable PDF version of our estate planning checklist, you can download it here. If you ...

Plan smarter for retirement. Explore Medicare choices, long-term care insurance and effective tax reduction techniques.

As you finalize your retirement plan, there are a few tax planning issues you need to keep in mind. Profit and prosper with the best of expert advice on investing, taxes, retirement, personal ...

Smartphones have changed the hurricane prep game. You can use them to take photos of your possessions for your insurer; scan ...

there will be a great business potential in offering tax preparation services. You will need to stay abreast of the annual changes, manage your business and market your services to your targeted ...

The bill would terminate the current Direct File program at the Internal Revenue Service and establish a public-private partnership between the IRS and private sector tax preparation services to offer ...

A home is often one of the largest assets to consider in estate planning. On Wealth with Brad Smith, BNY wealth tax and estate Planning strategist Jere Doyle outlines what you need to know about ...

all without filing a gift tax return. If this is done over many years or even decades, the results can pile up and remove a significant chunk from an at-risk estate. The tax code allows for the fr ...

After weeks of internal deliberations, backroom tug-of-wars, and public policy disputes, Republicans have their first drafts of the committee bills that will encompass President Donald Trump’s ...

Using tax preparation software can make it easy for you to stay on top of tax-related matters this season. Our top picks for the best tax software for small businesses offer a range of user ...

Don Bacon, who represents the liberal-leaning “blue dot” of Omaha, Nebraska, is trying to protect several Biden-era green energy tax breaks ... entry for foreigners planning to study at ...

The proposals will make tax planning hard for a couple of reasons: The fate of the final bill and its provisions are still pending, and some proposals are retroactive to Jan. 1, 2025, while others ...