Tax rules for wealth transfers and investment profits are shifting in 2026, and the changes are unusually generous. Bigger inflation adjustments, combined with new law, will raise the thresholds for ...

Knowing the annual gift tax exemption can save you time and money.

The US Internal Revenue Service (IRS) has announced that the annual gift tax exclusion will remain at $19,000 per recipient in 2026, the same as in 2025. The annual amount that may be given to a ...

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