Tax Planning Under IRC § 1202 With Trusts and “Stacking” Strategies
The One Big Beautiful Bill Act (H.R. 1) — Key Take‑Aways at a Glance
The One Big Beautiful Bill Act (H.R. 1) — Key Take‑Aways at a Glance [...]
Estate Tax Update: Relief for Many, But Planning Still Crucial
Estate Tax Update: Relief for Many, But Planning Still [...]
House passes Trump’s signature bill, sending it to the president’s desk
Breaking Update Today, the House narrowly passed the final version [...]
Senate Clears “One Big Beautiful Bill”—Estate Tax Relief Headed for Middle Class, But Final Vote Looms
Breaking Developments On July 1 and 2, 2025, the Senate [...]
Gift and Estate Tax Exemption Changes Under the One Big Beautiful Bill Act
Important Updates to Estate, Gift, and Generation-Skipping Transfer Taxes Recent [...]
Middle-Class on the Brink: Estate Tax Exemption Sunset May Expose Assets
As of June 12, 2025, the federal estate tax exemption [...]