Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The One Big Beautiful Bill Act of 2025 introduces significant changes to ...

With the Big Beautiful Bill reshaping estate and gift taxes, Jennifer Cona shares year-end strategies to maximize charitable giving and update estate plans.

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. As we approach the final weeks of 2025, American taxpayers face a unique ...

The One Big Beautiful Bill Act hiked and enshrined some tax savings for parents into permanent law, but its many provisions will play out differently across financial advisors' client households.

President Donald Trump signed the One Big Beautiful Bill Act (OBBBA) into law on July 4, 2025. The OBBBA represents a significant overhaul of the U.S. tax system, making permanent many provisions of ...

The increased SALT deduction cap under the One Big Beautiful Bill Act provides a powerful tool for tax and estate planning, particularly through the use of non-grantor trusts. By strategically ...

Tax strategy doesn’t just happen in April. While it may feel like you just filed your 2024 taxes a minute ago, the time to set yourself up for success in your 2025 taxes is now. Most high earners with ...

A bright yellow toy with a cheerful squeak, the rubber duck has long been linked to children’s playtime. But what if that little duck could also help you uncover surprising questions about your ...

The IRS has introduced a significant update permitting electronic filing of Form 15620 to make an election pursuant to Section 83(b) of the Internal Revenue Code. This update modernizes the compliance ...

Two leading advisor technology firms, Nitrogen and FP Alpha, have launched new artificial intelligence-driven tax planning features, aiming to help RIAs deliver more personalized and actionable tax ...