Trust and Estates - 2025

Decedent Estate and Final 1040

The Tax Implications of Divorce

Distributions from Non-grantor Trusts

Trusts and Form 1041

Halfway There: Key Tax Changes for 2025 (So Far)

Gifts to Trusts

Form 709 and Adequate Disclosures

Intro to Estate Tax

Marital Estate tax planning trusts: Credit Shelter, Bypass, QTIP, and more

Completing Form 706 and the Portability Path

Tax Administration in 2025

GILTI as Charged: Schedule I-1 & Form 8992

Split Interest Charitable Trusts and Form 5227 Compliance Matters

Who Pays the tax: DNI and Capital Gains for Non-grantor Trust

Tax Relief in Times of Crisis: The 2024 Disaster Bill and 2025 Updates

Federal Energy Credits for Individuals & Businesses After OBBBA