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

Some Americans giving up citizenships and green cards may find it's not easy to ditch Uncle Sam. New tax law applies to ...

From collectibles rules to capital gains, gold investors could face unique tax hurdles this tax filing season.

Liz Weston, Certified Financial Planner, is a personal finance columnist for NerdWallet. Questions may be sent to her at 3940 Laurel Canyon, No. 238, Studio City, CA 91604, or by using the “Contact” ...

A:The amount that each person can give away during life or at death will increase from $13,990,000 to $15,000,000 as a result of the One Big Beautiful Bill Act, which was signed into law on July 4, ...

The facts of Estate Spenlinhauer v Commissioner (U.S. Tax Court, Dec. 30, 2025) read like an instruction manual on how to ...

But loans require paying interest, increasing your living costs and causing you to draw down your retirement funds faster ...

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

Plus: Bonus depreciation is back, opening a Trump account, California’s billionaire tax, Head of Household filing status, ...

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

At least $1,000 will be deposited by the federal government into the new child investment accounts. Here's how to sign up.

If you rush it because 31 January is on the horizon you are likely to make mistakes, or not have everything you need ...