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Tax Strategy

What Can You Learn from Your Tax Return?

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Tax season may be behind you, but don’t stash away your tax return quite yet. It’s full of information that might help you improve your finances or make a difference in next year’s tax picture. Here are four things you could learn from reviewing your return.

Estate Tax Changes Under Recent Tax Acts

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In 2025, the OBBBA made permanent the gift and estate tax basic exclusion and GST exemption amount established by the Tax Cuts and Jobs Act (TCJA) of 2017. Beginning in 2026, that amount is $15,000,000 for both (indexed annually for inflation starting in 2027).