the estate tax exclusion is set to be slashed in half unless Congress steps in. So, 2025 might be the perfect time to do some ...

Federal Exemption Amounts Increased to $13,990,000 - As of January 1, 2025, the federal gift and estate tax exemption amount, as ...

Estate planning can be tough, but Nina T. Dow from Worcester's Bowditch & Dewey has some advice on how you can make your ...

By addressing regulatory compliance, legislative uncertainty, industry consolidation, economic shifts, and emerging trends ...

Security is becoming a central consideration in structuring everything from family offices to succession plans.

The Tax Cuts and Jobs Act (TCJA), passed in 2017, created a golden opportunity for families to preserve and maximize the ...

As we start the new year, this Federal Tax Update highlights estate planning-related federal tax information as you consider 2025 planning options.

Recent legislative changes have stripped IRAs of all their redeeming qualities, Ed Slott said in a recent episode of Decoding ...

For construction company owners considering succession options, the early months of 2025 are an important implementation time ...

Trump's inauguration day is coming up quickly. Making the necessary preparations before the president-elect steps into the ...

Managing your taxes can be one of the most complex aspects of estate planning and a new IRS rule ... wiping out any tax liability for the previously unrealized capital gains.