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Month: February 2022

Heads Up: Executor’s Tax Compliance Responsibilities On Death

Marly Peikes February 16, 2022

As we head into tax season, we want to give our readers a refresher and a resource on tax filings for estates. Executors are generally responsible for income tax compliance for a deceased person and their estate, including preparing and filing all necessary tax returns in all relevant jurisdictions, paying

What’s Happening with the U.S. Estate and Gift Tax?

Margaret O'Sullivan February 1, 2022

Proposals Galore in Congress in Fall 2021 The U.S. Congress was very busy throughout the Fall of 2021, and it was very challenging for advisors and their clients to keep up with a number of proposals dealing with trusts, how they are taxed, and their rates of tax, other estate