Tax Strategies

Think you’ve locked in your high exemption from gift and estate taxes? The agency suggests a rethink.

The combination is a powerful tool, as long as the taxpayer and their advisor are familiar with the interaction of these tax laws.

Corralling social media; federal tax outlook; the cannabis business; and other highlights from our favorite tax bloggers.

Grantor-retained annuity trusts thrive in a volatile stock market. Here are the lucrative tax reasons.

Potentially tens of thousands of clients were stuck with significant tax bills this year because of a change the firm made to its target-date funds, according to a class-action lawsuit.

The tax incentive is a controversial policy, one that has created bitter resentment among many on the crisis-ravaged island.

A key incentive is set to go away, sparking a rush by companies to lock down the tax breaks.

Musk is using a strategy favored by many billionaires — borrowing against highly appreciated stock to get cash without having to sell.

The West Virginia Democrat said he is open to using the fast-track budget process to ram corporate and individual tax increases through the Senate.

Florida Governor Ron DeSantis is keeping his hands off hundreds of millions of dollars in tax breaks recently lavished on the entertainment giant.