Estate and Transfer Tax Archives

Beware of Tax Scams: IRS Releases 2025 Dirty Dozen List—What It Means for Estate Planning

By Eric Meleney|2025-05-16T14:49:23-04:00March 19th, 2025|

The IRS has issued its annual Dirty Dozen list of tax scams for 2025, warning taxpayers, businesses, and tax professionals about fraudulent schemes that threaten financial security and tax compliance. While these scams peak during tax season, they persist year-round. Why This Matters for Estate Planning & Trust Administration Fraud and tax scams don’t just [...]

Why You Might Have an Estate Tax Issue Soon

By Rebecca Yingst Price|2025-05-16T14:49:23-04:00February 1st, 2024|

The Countdown Begins: Will We Keep the $10 Million Exemption? The year 2026 is quickly approaching, bringing substantial changes that may affect your estate tax situation. The Tax Cuts and Jobs Act (TCJA) in 2017 significantly increased the federal estate tax exemption to $10 million adjusted for inflation. This is the amount you can [...]