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Estate Tax

Swiss voters rejected a new inheritance tax, but the debate riled up the ultra-rich

Swiss voters rejected a new inheritance tax, but the debate riled up the ultra-rich

Carolin RothMon, Dec 1st 2025

Private rental sector is 'massively' needed in the UK: Together's Ryan Etchells

Private rental sector is 'massively' needed in the UK: Together's Ryan Etchells

Fri, Aug 29th 2025

IRS announces bigger estate and gift tax exemption for 2025

IRS announces bigger estate and gift tax exemption for 2025

Kate Dore, CFP®, EATue, Oct 22nd 2024

Britain's ultra-wealthy are threatening to exit en masse ahead of proposed tax changes

Britain's ultra-wealthy are threatening to exit en masse ahead of proposed tax changes

Karen GilchristMon, Nov 4th 2024

Soaring sports team values create new pressure for owners on taxes, succession

Soaring sports team values create new pressure for owners on taxes, succession

Robert FrankThu, Sep 5th 2024

Trump vs. Harris: Here's how the election could affect your taxes

Personal Finance

Trump vs. Harris: Here's how the election could affect your taxes

Tue, Aug 20th 2024

Lower capital gains tax, SNAP cuts: What Project 2025 could mean for your wallet

Personal Finance

Lower capital gains tax, SNAP cuts: What Project 2025 could mean for your wallet

Tue, Jul 16th 2024

Trump and Biden's first presidential debate: Here's what to expect on taxes

Personal Finance

Trump and Biden's first presidential debate: Here's what to expect on taxes

Thu, Jun 27th 2024

Buyers of newly built homes can face a property tax surprise. Here's why

Tue, Apr 9th 2024

Personal Finance

Matthew Perry made millions in ‘Friends’ residuals. What happens to that money

Fri, Nov 3rd 2023

Op-ed: Give from your estate now to reduce your tax exposure later

Tue, Oct 24th 2023

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More In Estate Tax

Don't believe these 5 tax myths. What you need to know before you file

Don't believe these 5 tax myths. What you need to know before you file

Wed, Mar 15th 2023

Op-ed: Here's a year-end checklist to help you navigate complex financial issues

Year-end Planning

Op-ed: Here's a year-end checklist to help you navigate complex financial issues

Tue, Nov 8th 2022

Op-ed: Here are 3 year-end strategies for high-net-worth families to consider

Year-end Planning

Op-ed: Here are 3 year-end strategies for high-net-worth families to consider

Mon, Nov 7th 2022

Here's a look at some legal and personal ramifications of dying without a will

Sat, Oct 29th 2022

Financial Advisor 100

How to navigate the 'great wealth transfer,' according to top advisors

Mon, Oct 17th 2022

Year-end Planning

Here's how uber-rich pass wealth to heirs tax-free when markets are down

Mon, Oct 10th 2022

If you're getting remarried, here are key financial issues to consider

If you're getting remarried, here are key financial issues to consider

Mon, Mar 7th 2022

Here is who's eligible for home office tax deductions in 2022

Here is who's eligible for home office tax deductions in 2022

Thu, Jan 20th 2022

Here's how you can earn a tax break on medical expenses

Here's how you can earn a tax break on medical expenses

Tue, Mar 29th 2022

Tax tips for charitable donations in 2022

Tue, Jan 11th 2022

Be prepared to pay taxes on unemployment benefits in 2022

Tue, Jan 25th 2022

There's still time to have your IRA contributions count for 2021

Tue, Jan 25th 2022

Tax tips for cryptocurrencies

Tax tips for cryptocurrencies

Wed, Jan 5th 2022

Op-ed: Smart tax moves to consider before Dec. 31

Personal Finance

Op-ed: Smart tax moves to consider before Dec. 31

Tue, Dec 7th 2021

House Democrats’ tax proposal may affect life insurance for the rich

Personal Finance

House Democrats’ tax proposal may affect life insurance for the rich

Fri, Oct 1st 2021

Personal Finance

Here’s how many people pay the estate tax

Wed, Sep 29th 2021

Personal Finance

House Democrats propose raising capital gains tax to 28.8%

Mon, Sep 13th 2021

Personal Finance

Democrats may rein in big estates without reforming the estate tax

Fri, Sep 10th 2021

The great wealth transfer has a big tax impact. Here's how to reduce the bite

Portfolio Perspective

The great wealth transfer has a big tax impact. Here's how to reduce the bite

Mon, Jul 12th 2021

Cramer urges 'tone deaf' billionaires to wake up on taxes or face Washington ire

Cramer urges 'tone deaf' billionaires to wake up on taxes or face Washington ire

Wed, Jun 23rd 2021

Op-ed: Here's how to position your portfolio today for higher taxes

Financial Advisor Playbook

Op-ed: Here's how to position your portfolio today for higher taxes

Wed, Jun 16th 2021

Personal Finance

Accountants say leaving New Jersey will save clients on taxes, survey finds

Fri, Jun 11th 2021

Personal Finance

How wealthy Americans like Bezos, Buffett, Musk pay little income taxes

Thu, Jun 10th 2021

Personal Finance

How Biden's tax plan may spark more charitable giving

Wed, May 12th 2021