Estate tax

Tax News

The complicated landscape of U.S. estate tax

Shield clients from this liability

By David A. Altro |January 17, 2014

5 min read

Estate Planning

How best to use testamentary trusts

The government may erase the tax benefits of the trusts.

October 31, 2013

2 min read

Tax News

When non-residents own real estate

The rules could cause headaches for buyers and sellers

By Jeanne Cheng |October 16, 2013

3 min read

Estate Planning

Handle U.S. estate tax exposure

If your clients own U.S. securities, their executors may have to pay U.S. estate tax when they die

By Margaret O’Sullivan |October 2, 2013

3 min read

Estate Planning

What to do when a taxpayer dies

How to prepare terminal returns

By Melissa Shin |September 17, 2013

4 min read

Estate Planning

Do clients feel guilty about inheritances?

Receiving a large, unexpected, sum of money has its advantages, but clients often have mixed feelings when that money comes in the form of an inheritance.

By Staff |July 17, 2013

2 min read

Estate Planning

Family of former Sopranos star facing estate tax nightmare

Almost $30 million of the late James Gandolfini’s $70 million estate could be subject to a massive death tax, reports the New York Daily News.

By Staff |July 15, 2013

1 min read

Estate Planning

Canadians keep executors in the family: BMO

56% of Canadians have a will in place, and 80% within this group plan to make the executor of their estates a member of their families says a new report by BMO Harris Private Banking.

By Staff |July 4, 2013

1 min read