The average fee for preparing Form 1040 with Schedule A to itemize personal deductions and a state income tax return was a ...

This Webinar presentation, conducted by noted author and practitioner Keith Schiller, is designed for attorneys, accountants, and other preparers of estate tax returns. The Webinar discussion will be ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. When the first of two spouses dies the survivor can safeguard the ...

Your spouse recently died leaving all her assets to you. Your attorney has assured you that no estate tax is due, but you still need to file an estate tax return. Do not overlook the importance of ...

The U.S. tax code is generous when it comes to passing down money to heirs tax-free, and it has only become more so under the new tax law. But for married couples to obtain the full benefit, there is ...

Some clients and their advisors may think it’s okay to use a 409A Valuation Report for a gift or estate filing. While they may get away with it if there’s no audit, it’s not advisable. Section 409A ...

Now is a good time to review your financial situation and prepare to file your 2025 federal income tax return.