With the Big Beautiful Bill reshaping estate and gift taxes, Jennifer Cona shares year-end strategies to maximize charitable giving and update estate plans.

A rapidly expanding pool of Indian IT professionals employed by US multinationals such as Microsoft, Alphabet (Google) and Broadcom now hold significant US-listed Employee Stock Option Plans (ESOPs) ...

Looking to preserve more of your estate for your loved ones? These 33 states don’t charge estate or inheritance tax, but other costs may still apply. Trump Warns of Threat to Social Security, Medicare ...

Local business leaders are hoping the Legislature finally ends up killing the estate tax in Massachusetts. Two years ago, the Greater Boston Chamber of Commerce teamed up with the Massachusetts ...

Sacramento Mayor Kevin McCarty is proposing a real estate transfer tax increase for the 2026 ballot that would raise Sacramento’s rate from 0.275% to about 1% Secret Service finds 17 'skimming' ...

The federal estate tax exemption increased again for 2026. Yet, the higher, IRS-inflation-adjusted number might not come as a surprise to most who have been watching the news. Enacted on July 4, 2025, ...

For many Massholes over age 60, this peppy, ubiquitous 1980s promotional jingle created by the state is an earworm that just won’t die. But given the moribund status of efforts to rein in our estate ...

For most people, the federal estate tax is nothing to worry about. In 2025, only individuals with estates above $13.99 million and married couples with estates of more than $27.98 million will be ...

In the year that a taxpayer dies there may still need to be one or more tax returns that are required to be filed after their death. The need for these filings is dependent upon the income that the ...

After facing the threat that more of their wealth could have been caught in the net of estate taxes, your wealthy clients likely recently breathed a big sigh of relief. The One Big Beautiful Bill Act ...

Sadly, death happens to all of us eventually. Having a good estate plan in place is a loving thing to do for your surviving family members. That should include a will, a trust, and a power of attorney ...

An Ohio businessman’s heirs are facing $1.5 million in additional estate taxes after a paperwork error disqualified them from a key tax break for married couples ...