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Do I have file a gift tax return 2025-2026? (Form 709)
Gave a big gift in 2025? See if you need to file IRS Form 709. Learn gift tax rules, 2025–2026 exclusion limits, deadlines, and how to stay compliant.
Jul 308 min read
Do I Have To File An Estate Return (Form 706)?
Are you handling the estate of a loved one who passed away and unsure about the tax implications?
May 14, 20246 min read
What Do I Need To Bring To My Trust Tax Appointment? (Form 706 and Form 1041)
Preparing for trust tax? Our guide covers all you need for Form 706 and 1041, whether it's your first time or a refresher.
May 8, 20246 min read
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