Comerica reports on seven critical gifting mistakes in estate planning that can lead to tax liabilities, urging careful ...

The epic OBBBA tax law brings glad tidings to most families, but complacency can lead to costs for financial advisors and their clients.

Changes in income tax law and new regime have done away with the year-end rush for investments to save on tax. But experts ...

Real estate transactions in New Hampshire invariably carry tax consequences. Whether you are a business owner, investor, or ...

AI-powered client screening helps estate planners filter risky prospects and conduct due diligence before asset transfers ...

The IRS has announced new 2026 tax brackets that will affect how much Americans pay in taxes next year. The changes are small ...

Tax and estate planning is always a year-end ritual, but this time the stakes are higher. A sweeping federal overhaul, new ...

In 2025, the federal estate tax exemption is $13.99 million per individual estate. In 2026, this exemption will increase to ...

From expanded deductions to state-specific rules, these updates could help farmers save money and optimize their tax ...

Discover how to infuse your estate plan with values, traditions and purpose this holiday season to create a legacy that ...

In 2025, ultra-high-net-worth families navigated a year defined by policy uncertainty, market volatility, and an intensified ...

Here are year-end tax planning tips for clients’ registered accounts, focusing on the impending deadline of Dec. 31.