The platform, which has offered tax, estate and insurance planning software in a single bundle, is offering the product after spinning out the estate planning tool as a standalone product last year.

For estate and tax planning professionals ... Tools like AI-powered drafting software ensure accuracy and allow professionals to focus on customization. Information Gathering and Analysis ...

I am doing a four-hour seminar this summer on estate tax planning for various CPA societies. This seminar will review the current estate tax planning options and then do a more thorough review of ...

Tax-prep software is most appropriate when your ... long-term tax planning (especially relating to retirement and estate planning), investing the extra bucks in tax consultants or CPAs may be ...

As we start the new year, this Federal Tax Update highlights estate planning-related federal tax information as you consider 2025 planning options. Because Congress could pass legislation that ...

The current federal estate tax exemption levels, introduced by the Tax Cuts and Jobs Act (TCJA) in 2018, have provided historically high ...