Estate, Gift & Trust Taxes

How to Avoid US Estate Tax: Foreign Corps, QDOTs & Treaties

IRC Section 1041: Divorce Transfers, Basis, and Home Sale Rules

Reporting Estate Distributions to Beneficiaries: Form 1041 and K-1

Are Non-Probate Assets Subject to Estate Tax?

Self-Cancelling Installment Note: Income Tax, Estate, and Structure

Can You E-File Form 709? Paper Filing, Deadlines, and Penalties

Form 1041 vs. Form 706: Differences, Deadlines, and Section 645

IRS Notice 98-4: Civil and Criminal Penalties for Abusive Trusts

How to Put Life Insurance in Trust: Steps, Trustee, and Crummey Notices

How to Handle Accounting for Trusts and Estates