Filing a gift tax return can protect your long-term tax strategy—even when no tax is owed. Reporting gifts ensures the IRS starts the statute of limitations, documents your lifetime exemption use, and prevents future valuation disputes. Understanding when a return is required helps you safeguard your wealth transfer plans.

Master capital gain & loss bunching to optimize taxes and enhance investment strategy. Learn practical tips for financial growth!

New beneficial ownership reporting requirements

There are many posts on social media where non-tax professionals rave about setting up an LLC. When starting a business, it is always...

When starting a business, you want to ensure you choose the type of entity that will serve you and your business best. There are many...