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

Irrevocable trusts offer nearly endless possibilities for high-net-worth individuals to reduce their estate taxes and protect ...

Spain's Prime Minister Pedro Sánchez said too many people were buying Spanish homes as an investment rather than to live in.

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

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

Because of their many potential benefits, 529 plans can be helpful for families when it comes to estate planning.

RENO, Nev. (KOLO) - Every year the IRS updates its tax provisions to account for inflation and some of these could mean more ...

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.

A will may be suitable for simple estates with straightforward asset distribution needs while a private family trust is ideal ...

Audit, tax, and consulting firm RSM UK has appointed Lisa Macpherson-Fletcher as a tax partner in its private client advisory ...

Real estate valuation plays a crucial role in many mergers and acquisitions (“M&A”), especially when real estate assets may ...