August 01, 2023
3 Things to Know About a Coming Wealth Planning TrapJohn Hancock's advanced markets head says new rules could affect a relatively large segment of the U.S. high-net-worth market.
July 10, 2023
To Hedge Against Estate Tax Exclusion Changes, Try DisclaimersA sales coach has an idea for helping clients facing the Year 2026 problem.
May 10, 2023
6 New Estate Tax Bills in Congress NowProposals range from hiking rates on the super-rich to eliminating estate taxes entirely.
April 18, 2023
Bernie Sanders Floats New Estate Tax BillThe legislation aims to reduce the estate tax exemption to $3.5 million.
April 04, 2023
New Bill Revives GOP Push to Repeal Estate Tax"The real issue here is the income tax benefit, which is not mentioned," says financial expert Ed Slott.
February 08, 2023
Debate: Would Fair Tax Act Help Fix a Broken System?Our tax experts discuss whether replacing the tax code with a flat sales tax would help Americans.
January 13, 2023
'Taxachusetts' Revived in New England After Millionaire SurtaxMassachusetts voted in favor of imposing a 4% surtax on taxable incomes over $1 million after a closely fought campaign.
January 13, 2023
New Bill Would Repeal Estate Tax, Keep Step-Up in BasisA bill allowing "both income tax and estate tax elimination" will never pass, says Ed Slott.
January 03, 2023
10 Ways to Help Clients Cope With DeathAdvisors should know both estate-planning techniques and how to speak with clients facing the death of relatives.
December 29, 2022
Estate and Gift Tax Exclusions for 2023: How the Changes Affect Your ClientsThe IRS has adjusted these thresholds for inflation.