A detailed overview of U.S. gift and estate taxation, including exemptions, valuation rules, and filing requirements. The ...
The annual gift tax exclusion remains $19,000 for 2026. Learn how the new tax law permanently increases the lifetime estate ...
Young families expecting a liquidity event need to know about superfunding — the IRS provision that lets you front-load 5 ...
Unless you have given away more than $13 million in your lifetime, a $75,000 gift will not trigger the federal gift tax. Using this for a down payment also does not affect the result. A financial ...
Greg Daugherty has worked 25+ years as an editor and writer for major publications and websites. He is also the author of two books. David Kindness is a Certified Public Accountant (CPA) and an expert ...
A 529 plan can be a valuable tool to invest in a child or grandchild’s education. Not only that, it can also be a powerful tool in estate planning, offering tax advantages and flexibility that align ...
Every year, the IRS publishes its “ Dirty Dozen” list of tax scams, highlighting the most common schemes targeting taxpayers. The 2026 IRS Dirty Dozen list includes phishing emails, ghost tax ...
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Julie Jason: Gift tax returns and 529s

You might think that filing a gift tax return is a waste of time if you feel your assets will never reach the lifetime ...
When I was a 22- year-old studying income taxes in law school, the taxpayer was the person earning money. When we turned to studying gift taxes, it seemed odd that the taxpayer was the person giving ...
The Internal Revenue Service has published a new Schedule 1-A and updated instructions for claiming the new tax breaks in the One Big Beautiful Bill Act for tips, overtime, car loans, and senior ...
The Internal Revenue Service usually starts accepting federal tax returns in late January. Tax filing season began on Jan. 26, the IRS announced on Jan. 8. The Delaware Division of Revenue announced ...