In the year that a taxpayer dies there may still need to be one or more tax returns that are required to be filed after their death. The need for these filings is dependent upon the income that the ...

If you had a loved one who died last year, you may be faced with the need to file taxes for an estate or a trust. When a ...

The portability of the lifetime estate and gift tax exemption amount between spouses was introduced in the 2010 tax law. But details of portability aren’t well-known, and misunderstandings can cost an ...

Are funeral expenses tax deductible? Here's a breakdown on how to document these expenses for estate deductions and your top ...

The facts of Estate Spenlinhauer v Commissioner (U.S. Tax Court, Dec. 30, 2025) read like an instruction manual on how to improperly file an estate tax return. Unsurprisingly, the U.S. Tax Court held ...

The IRS issued interim final and proposed regulations Friday (T.D. 10031 and REG-107459-24) lowering the user fee for the Service to issue an estate tax closing letter from $67 to $56. An estate tax ...

The Tax Court denied an estate’s claim of a deceased spousal unused exemption (DSUE) amount, holding that the decedent’s predeceased spouse’s estate did not make a valid portability election (i.e., an ...

The real edge in wealth management doesn’t come from trying to outsmart markets, but from coordinating sound advice and ensuring it’s actually carried out.