IRS Form 708 is here. 40% Tax on Gifts & Bequests from Covered Expatriates (former citizens and green card holders). Transfer ...

Tax rules for wealth transfers and investment profits are shifting in 2026, and the changes are unusually generous. Bigger ...

It is very rare for an ordinary household to owe money on gifts. The gift tax has a somewhat complicated two-tier structure.

These two volumes, written by Richard L. Fox, a lawyer in Philadelphia, provide a review and analysis of all tax laws related to charitable giving, including recent legislative changes. The work ...

With 2025 drawing to a close, the tax landscape looks very different from where we stood just 12 months ago. The passage of the One Big Beautiful Bill Act (OBBBA) has rewritten several key components ...

New Tax Rules: Income the IRS Won’t Touch in 2025 From financial gifts to Roth withdrawal rules, here’s what income stays tax-free under the new Trump 2025 tax bill, and some information on what’s ...

As the holidays approach, many of us start thinking about meaningful ways to bless the lives of those we love. A wrapped present is thoughtful, but a well-planned financial gift can have an impact ...

Want to get on someone’s good side? Help them out financially? Or, perhaps, just make them really happy? Give ‘em a gift! (Cash is always nice.) But if you’re in a gift-giving mood, and you have a lot ...

Gifting Bitcoin isn’t taxable right away, but the IRS still has rules. Here’s how to stay compliant and prevent future tax problems. Bitcoin gifts aren’t immediately taxable. The IRS treats ...