November 2025 - The Tax Adviser

Final regulations provide comprehensive guidance for tax reporting of transactions involving these increasingly common assets, and the IRS has granted transition relief in key areas.

Losing a loved one is one of the most challenging transitions families face. Beyond grief and emotional upheaval, clients are often overwhelmed by financial, legal, logistical, and even tax matters. Of course, the best time to plan for loss is well before one occurs. Proactive planning helps decrease worry and