Federal estate and gift tax rules are poised for a major shift in 2026, affecting how much wealth families can transfer ...

The new year 2026 or straightforward concept. number 2026 written on the road in forest. planning and challenge, business ...

Want to get on someone’s good side? Help them out financially? Or, perhaps, just make them really happy? Give ‘em a gift! (Cash is always nice.) But if you’re in a gift-giving mood, and you have a lot ...

Want to get on someone’s good side? Help them out financially? Or, perhaps, just make them really happy? Give ‘em a gift! (Cash is always nice.) But if you’re in a gift-giving mood, and you have a lot ...

Barry Dolowich is a certified public accountant and owner of a full-service accounting and tax practice with offices in Monterey. He can be reached at (831) 372-7200. Please address any questions to ...

Comerica reports on seven critical gifting mistakes in estate planning that can lead to tax liabilities, urging careful ...

The sky did not fall after all. For all the handwringing and prognostication, wealthy families (and their advisors) breathed a sigh of relief with the passage of the One Big Beautiful Bill Act (OBBBA) ...

The article warns that small tax law changes can erode charitable benefits over time. It highlights both positive updates and significant new limits starting in 2026. The advice: act now and consult a ...

Forbes contributors publish independent expert analyses and insights. Juan Carlos Medina, CFP, focuses on holistic financial wellness. Tax year end symbol. Concept words Tax year end typed on ...

I was recently corresponding with an 88-year-old reader who had decided to hire a financial advisor. After years of enthusiastically managing his investments on his own, he had determined it was time ...