Most people won’t owe gift tax in 2025 or 2026. Learn the annual limits, lifetime exemption, when Form 709 is required, and how to give tax-free.

Perhaps your daughter recently got married and you want to help her and her husband start their new life. Or maybe they ...

The federal estate and gift tax exemption changes from year to year, and prior to the passing of the One Big Beautiful Bill (OBBB), there was ...

One important caveat: Congress is currently debating a tax bill that would permanently raise the lifetime exemption amount to $15 million starting in 2026 (adjusted for inflation annually after that).

In this second installment of our multi-part series on the One Big Beautiful Bill Act (the “Act”), my colleague David Knutson and I discuss the changes made by the Act to the federal estate and gift ...

As estate planning and executive compensation strategies become increasingly sophisticated, the intersection of Internal ...

If you’re worried about owing gift taxes if you give money or property away, keep this in mind: Very few taxpayers end up on the hook for this particular tax. There are two reasons why.