The gift tax limit affects how much can be given each year without tax consequences. See what counts as a gift and when ...

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

Dear Liz: I have been paying college tuition for my grandson: $20,000 per semester for the last three years. He has used the university’s online option to pay the tuition by transferring the money ...

This is read by an automated voice. Please report any issues or inconsistencies here. Dear Liz: We had a plan to make our retirement savings last until our mid- to late 80s. Now we have unanticipated ...

Forbes contributors publish independent expert analyses and insights. Admitted NY Bar and US Tax Court, covers US international tax law. IRS new Form 708 enforces a 40% transfer tax on U.S. recipients ...

Estate planning isn’t a one-time event — it’s a moving target. With gift and estate tax laws in flux and even “permanent” reforms often lasting no more than a decade or an administration, families are ...

You’ve probably already done several squats today: Every time you sit down and stand up, you’re performing a squat. That’s why it’s one of the most functional moves you can have on your training plan.

Rajeev Dhir is a writer with 10+ years of experience as a journalist with a background in broadcast, print, and digital newsrooms. SEC Form 3 is an initial statement of beneficial ownership for ...

I will soon turn 65 and I would like to quit working. My wife and I purchased a home in Tennessee a few years ago to be closer to her father. We have our house in Southern California with a $350,000 ...

Form 1099-C reports canceled debt to the IRS when a creditor has forgiven or erased a balance owed so a taxpayer no longer has to pay it. What Is Form 1099-C: Cancellation of Debt? Lenders must submit ...