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Published By Ari Greenman - Partner With the Tax Cuts and Jobs Act (TCJA) sunset provision set to expire December 31, 2025, America’s wealthiest families may have just six months to transfer up to $28 million tax-free. Without Congressional action, the current lifetime estate and gift tax exemption—$13.99 million per person, $27.98 million per married couple—will be cut roughly in half, meaning families that miss this deadline could face hefty estate taxes. The TCJA, passed in 2017, nearly doub

Large credit card balances and other high-interest debts can prevent people from growing wealth and reaching important financial and lifestyle goals.

The net investment income tax (NIIT) has been around for more than 10 years, but the number of people subject to it has more than doubled during that time because income thresholds that trigger the tax aren’t indexed for inflation.