Unless you have given away more than $13 million in your lifetime, a $75,000 gift will not trigger the federal gift tax. Using this for a down payment also does not affect the result. A financial ...

From the new SALT cap to 401(k) ‘super catch-ups,’ this guide can keep Uncle Sam out of your pocket.

As part of the provisions in President Donald Trump’s tax and spending package, passed last year, everyday donors may see tax gains, while those who itemize, especially high earners, face stricter ...

As the holidays approach, many of us start thinking about meaningful ways to bless the lives of those we love. A wrapped present is thoughtful, but a well-planned financial gift can have an impact ...

From April 1, 2026, new Income-tax Rules will change how salary perks, employer housing, car benefits, loans and gifts are taxed. The draft rules also clarify limits on free meals, retirement fund ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The new year 2026 or straightforward concept. number 2026 written on the road ...

A detailed overview of U.S. gift and estate taxation, including exemptions, valuation rules, and filing requirements. The discussion highlights how taxpayers can manage wealth transfers while ...