The One Big Beautiful Bill Act (OBBBA) updates estate, gift and charitable rules, raises exemptions and adjusts SALT ...

As we approach the end of 2025, we wanted to highlight some key issues to think about before year-end, and items to consider ...

An up-to-date tax planning guide for 2025–2026: updated standard deductions, tax brackets, retirement contribution limits, ...

Christine Matus of The Matus Law Group ( released practical guidance to help households navigate real estate transfers among ...

Big generosity does not always trigger a big tax bill. Under federal rules, several categories of large gifts are completely ...

If education is a priority, a 529 plan is a powerful way to help. The IRS allows you to “front-load” five years’ worth of annual exclusion gifts into a single year — up to $95,000 per donor in 2025.

Gifting real estate to the next generation comes with rules. Financial experts explain the monetary limits before you end up ...

A lesser-known method is gaining attention, gifting mutual fund units to relatives to legally reduce, or in some cases ...

How will the new federal budget impact your taxes? Experts analyze the $30 million estate exemption and generation-skipping transfer rules. Update your plan today.

New 2025 tax law locks in lower rates, boosts deductions, and reshapes SALT, senior, worker and business breaks. See what to do before year-end to cut your bill.