A valuable read. For business owners the gap between the statutory bracket and the true marginal rate is often widest, because phase-ins and phase-outs, including the IRC 199A deduction, move with income. Knowing that real rate is what should drive the timing of year-end decisions.

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This guide is a starting point for families, executors, surviving spouses, and beneficiaries to handle tax and administrative tasks after a death.

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The latest Tax Breaks newsletter is out! Here's what's in it: • the tax issues families face after a death • foreign gift reporting traps • what Tax Court actually does • and Shakira’s big residency tax win (It's free, no paywall.) Read: www.forbes.com/sites/tax-br...

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Anxiety Over Social Security Benefits Grows As Funding Cliff Looms

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Lawmakers say that more than 800,000 taxpayers could receive CP53E notices tied to the phaseout of paper checks, potentially delaying some refunds for over 10 weeks. www.forbes.com/sites/kellyp...

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