Estate, Gift & Trust Taxes

Are Burial Plots Tax Deductible on Your Tax Return?

Irrevocable Inter Vivos Trust: Rules, Taxes, and Asset Protection

IRC Section 67(e) Deductions for Estates and Trusts

Section 754 Election When a Partner Dies: Basis Step-Up and Filing

What Is a Large Estate for Tax Purposes?

IRC 2503: Annual Exclusion, Form 709, and Gift Splitting

Form 709 Schedule A: Reporting Gifts, Valuation, and Exclusions

Are Inherited Gold Coins Taxable? Basis, 28% Rate, and Reporting

Does a Joint Bank Account Trigger a Gift Tax?

Conduit Trust: IRA Rules, 10-Year Rule, and Missed Distribution Penalty