Market Week: June 1, 2026 (Video)
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See key market data for the week ending May 29, 2026.
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What Is Value Investing?
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Value investing was defined more than 75 years ago, but it's still a fundamental concept to pursue investment goals.
Estate Tax Changes Under Recent Tax Acts
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This article summarizes the changes made to the federal gift and estate tax and the federal generation-skipping transfer (GST) tax under the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the 2010 Tax Act), the American Taxpayer Relief Act of 2012 (the 2012 Tax Act), the Tax Cuts and Jobs Act (TCJA) of 2017, and the One Big Beautiful Bill Act (OBBBA) of 2025. A chart at the end of the discussion summarizes the effects of this law.
Generation-Skipping Transfer Tax
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The generation-skipping transfer (GST) tax is a federal tax on transfers of property you make, either during life or at death, to an individual who is more than one generation below you. The GST tax affects wealth transfers to your grandchildren or others in your grandchildren's or younger generations. The GST tax is imposed in addition to (not instead of) federal gift and estate tax (estate tax).
Transferring Your Business Using an FLP, S Corporation, or LLC
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You can transfer your business by using a family limited partnership (FLP), an S corporation, or a limited liability company (LLC).
What is the qualified business income deduction?
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An income tax deduction may be available for up to 20% of the taxpayer's domestic qualified business income.
Bargain Sale: Estate Freeze Techniques
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A bargain sale is either of two types of transactions. One, you sell appreciated property to a charitable entity at a sale price below its fair market value (FMV). Two, you sell property to a family member or private buyer for a price that is less than its FMV.
Indexed Annuities
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Here's a primer on indexed annuities.
Separately Managed Accounts: Tailored to Suit You
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Learn all about separately managed accounts (SMAs).
What Are the Tax Implications of a Spouse's Death?
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Understanding how your spouse's death impacts your taxes can be helpful in managing tax liability.
It's Tough Out There: The Summer Job Market for Teens
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What used to be a rite of passage may be yet another source of anxiety for today's teens.
Market Week: May 18, 2026 (Video)
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See key market data for the week ending May 15, 2026.