Ashlea Ebeling

While few individuals need to plan around the federal estate tax, state death taxes kick in at much lower dollar levels, often making it a middle-class problem.

The IRS has issued 70 million tax refunds already this tax season. Get yours faster.

If you inherited an IRA in 2020 or later, watch out because the rules have changed—again.

When it comes to talking to your kids about money, the first thing to know is that, in the social media age, they’re not starting from zero. Here are four steps to help your teens build the smarter money habits they need to reach their lifetime financial goals.

Average individual tax refunds as of February 4 are coming in at $2,201.

Got a CP-80 Unfiled Tax Return Notice? A CP501 Balance Due Notice? You can probably disregard it.

To avoid tax refund delays, make sure you have IRS Letters 6419 and 6475 on hand before you file.

You can steer clear of the mistakes the Trump Foundation has fessed up to if you study the rules.

Tax season 2022 starts next month! Get ready with these year-end moves.

Is your tax and accounting firm doing all that it can for you?

Some 7% of Medicare recipients pay income-related surcharges on their Part B premiums, and they’re up 14.5% for 2022.

The new numbers essentially mean that wealthy taxpayers can transfer more to their heirs tax free during life—or at death. A lot more.

The standard deduction amount for the 2022 tax year jumps to $12,950 for single taxpayers, up $400, and $25,900 for a married couple filing jointly, up $800.

How does your tax refund compare?

What tax hikes are in the social policy and climate change bill that Democrats are trying to pass by year-end? It depends what day it is.

Advance child tax credit payment system faces another glitch, and the IRS is up to Letter O on its FAQs. The latest: How to return payments.

The Social Security Administration announced key numbers that affect workers and retirees today—a substantial increase in the taxable wage base for workers and the biggest increase in benefits for retirees in decades.

Whether you’re a full-time gig worker or a regular employee moonlighting on the side, you’ll come out ahead financially if you’re aware of the tax benefits and traps that come with self-employment. Here are five things the self-employed should know about taxes.

What to do if your tax return is in IRS limbo.

The estate and gift tax would revert to pre-Trump levels. The top capital gains tax rate would be 25%. Backdoor Roth IRAs would be prohibited for high earners.