The AICPA recommended in a letter that the IRS improve several tax forms used by estates and trusts, in keeping with an executive order mandating that federal tax payments and refunds be processed ...

Forbes contributors publish independent expert analyses and insights. Matthew Roberts is a tax attorney who covers tax litigation and fraud. Grantor trusts are treated differently from other trusts ...

A last-minute decision to exempt new bare trust filing requirements led to "wasted time and effort," according to a new ...

Tax season is so stressful that it’s driving some people to therapy. A new survey suggests a big part of the problem is the complexity of filing taxes. For years, tax software companies and the IRS ...

Transitioning the Trust to its own EIN led to a significant tax increase, prompting a full portfolio and tax strategy review. I de-risked the portfolio, shifting from 100% stocks to a diversified mix ...