July 17, 2024
12 States With the Biggest Federal Gift Tax BillsClients may have only a vague idea this federal tax exists, let alone how it works.
June 27, 2024
12 States With Biggest Estate Tax BillsNew IRS data could help financial pros find potential demand for life insurance and estate planning.
June 21, 2024
Wealth.com Launches Family Office-Inspired Estate Planning ToolsThe new tools are intended to help advisors navigate HNW planning issues like trusts and generation-skipping transfer taxes.
May 28, 2024
How Taxes Will Be Shaped by the 2024 ElectionsSome of the 2017 tax cuts expire next year, and a nasty battle is brewing about renewing them.
May 02, 2024
This Overlooked Secure 2.0 Change Helps Business-Owning SpousesThe law created two important exceptions that can help owners of closely held businesses offer retirement plans.
April 26, 2024
New Bill Halves Estate TaxThere is some bipartisan agreement that estate tax laws should make allowances for small businesses, Jeff Bush says.
April 17, 2024
Supreme Court Case Could Upend a Key Succession StrategyThe case involves a life insurance strategy intended to keep remaining shareholders in control after a key shareholder's death.