Other rules that apply to superfunding a 529, so anyone considering this option should discuss their situation with a tax pro ...

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

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 ...

Comerica reports on seven critical gifting mistakes in estate planning that can lead to tax liabilities, urging careful ...

The sky did not fall after all. For all the handwringing and prognostication, wealthy families (and their advisors) breathed a sigh of relief with the passage of the One Big Beautiful Bill Act (OBBBA) ...

The beginning of a new year means new estate and gift tax figures from the IRS! While there has been much uncertainty over the last few years regarding the estate and gift tax exemptions post-2025, ...