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Kelly Phillips Erb

Kelly Phillips Erb

Forbes

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Tax Breaks: The Death And Taxes Edition

Tax Breaks: The Death And Taxes Edition

Death and taxes may be inevitable, but the paperwork, decisions, and surprises that follow can feel anything but predictable. I’ve been thinking...

saturday 6

Forbes

Kelly Phillips Erb

Death And Taxes: Forbes’ Practical Guide For Families

Death And Taxes: Forbes’ Practical Guide For Families

You expect the death of a spouse, parent or other close relative to be emotionally wrenching. What catches many survivors by surprise are the daunting...

saturday 20

Forbes

Kelly Phillips Erb

How Long To Keep Your Parents’ Tax And Financial Records–And Your Own

How Long To Keep Your Parents’ Tax And Financial Records–And Your Own

After my dad died, my siblings and I began sorting through the things he left behind. That included the expected things, like clothes and photographs,...

21.05.2026 5

Forbes

Kelly Phillips Erb

Shakira Wins Spanish Tax Residency Fight Worth More Than €55 Million

Shakira Wins Spanish Tax Residency Fight Worth More Than €55 Million

Shakira is in line to receive more than €55 million (about $64 million U.S.) after a Spanish court ruled in her favor in a long-running dispute over...

19.05.2026 9

Forbes

Kelly Phillips Erb

After Death, Income Tax Filing And IRS Debts Live On

After Death, Income Tax Filing And IRS Debts Live On
19.05.2026 10

Forbes

Kelly Phillips Erb

What To Do With All Your Parents’ Stuff–And Your Own

What To Do With All Your Parents’ Stuff–And Your Own

When people think about settling a parent’s estate, they usually think about selling the house and distributing what’s in their bank and...

18.05.2026 8

Forbes

Kelly Phillips Erb

Inherited Retirement Accounts: What You Need To Know Now

Inherited Retirement Accounts: What You Need To Know Now

Retirement accounts are among the most significant financial assets many Americans hold at death. At the end of 2025, IRAs alone held $19.2 trillion,...

18.05.2026 7

Forbes

Kelly Phillips Erb

What To Do With All Your Parents’ Stuff–And Your Own

What To Do With All Your Parents’ Stuff–And Your Own

When people think about settling a parent’s estate, they usually think about selling the house and distributing what’s in their bank and...

17.05.2026 10

Forbes

Kelly Phillips Erb

Tax Breaks: The Taxes And Playing The Long Game Edition

Tax Breaks: The Taxes And Playing The Long Game Edition

I am excellent at mini-golf, but not so terrific at golf-golf. To be fair, despite the fact that I grew up not so far from a number of golf courses, I...

16.05.2026 10

Forbes

Kelly Phillips Erb

Where Not To Die In The U.S. In 2026

Where Not To Die In The U.S. In 2026

The middle-aged Pennsylvania couple had lived together for more than a decade, buying a home together and sharing other assets. They never got...

16.05.2026 100

Forbes

Kelly Phillips Erb

The PGA Championship Payday Is Big, But So Are The Taxes And Expenses

The PGA Championship Payday Is Big, But So Are The Taxes And Expenses
14.05.2026 10

Forbes

Kelly Phillips Erb

Card Skimming Fraud Costs More Than $1 Billion At The Gas Pump Each Year

14.05.2026 10

Forbes

Kelly Phillips Erb

Tax Breaks: The Tax Law Is Having A Constitutional Moment Edition

The Supreme Court tackled another tax-related case this term, ruling that a New Jersey nonprofit could immediately challenge a state subpoena seeking...

09.05.2026 9

Forbes

Kelly Phillips Erb

Liam And Olivia Are The Most Popular Baby Names In The U.S. Once Again

08.05.2026 9

Forbes

Kelly Phillips Erb

Scams Are Booming. The Latest Numbers, And How To Protect Yourself

08.05.2026 10

Forbes

Kelly Phillips Erb

Supreme Court Says Nonprofits Can Challenge Government Requests For Donor Information

A recent U.S. Supreme Court decision suggests that sensitive donor information may be protected—for now. On April 29, 2026, the Supreme Court ruled...

07.05.2026 10

Forbes

Kelly Phillips Erb

World Cup Tipping Practices Could Undercut ‘No Tax On Tips’ Break

04.05.2026 10

Forbes

Kelly Phillips Erb

Tax Breaks: The Fight Over Pandemic ERC Credits Goes Into Overtime Edition

There’s finally some good news for taxpayers who have been waiting to hear from the IRS. Years after the Employee Retention Credit (ERC) program...

02.05.2026 10

Forbes

Kelly Phillips Erb

KPMG Cuts Jobs As Advisory Demand Slows And Federal Audit Work Winds Down

KPMG is shaking up its practice with announcements that it is laying off 4% of its staff in its US advisory business, shuttering its federal audit...

01.05.2026 10

Forbes

Kelly Phillips Erb

Taxpayers Fighting The IRS Over Pandemic Era Tax Credit Get A New Option

Years after the COVID-19 pandemic era Employee Retention Credit (ERC) program officially ended, the fight over who qualified for it drags on. Now, the...

30.04.2026 10

Forbes

Kelly Phillips Erb

Treasury Moves To Require More Reporting And Paperwork From Tax-Exempts

The Treasury Department and the IRS have announced plans to revise Form 990, the primary disclosure form for tax-exempt organizations. The stated goal...

28.04.2026 8

Forbes

Kelly Phillips Erb

Tax Breaks: The Surprise Refunds And Lingering Tax Bills Edition

25.04.2026 10

Forbes

Kelly Phillips Erb

Surprise: You May Be Owed An IRS Refund For Payments Made During The Pandemic

24.04.2026 10

Forbes

Kelly Phillips Erb

Owe The IRS? Here Are Some Options For Paying Your Taxes—Now, Or Over Time

Now that Tax Day is (mostly) behind us, some taxpayers may be looking at the next step with a bit of dread: paying your tax bill. After you file,...

23.04.2026 10

Forbes

Kelly Phillips Erb

IRS Enforcement Takes Another Big Hit As Budget Request Shrinks

22.04.2026 10

Forbes

Kelly Phillips Erb

Section 127 Plans: A Tax-Smart Way To Pay For Education Or Student Loans

21.04.2026 20

Forbes

Kelly Phillips Erb

Tax Breaks: The Post Tax Season Hangover Edition

That collective exhale you heard this week? It was the sound of tens of millions of taxpayers and tax professionals finally taking a breath after an...

18.04.2026 6

Forbes

Kelly Phillips Erb

Fewer Returns, Bigger Refunds: What IRS Data Says About The 2026 Tax Season

Now that April 15 is in our rearview mirror, it’s a wrap on the regular tax season—but the IRS is still processing returns and sorting through...

17.04.2026 6

Forbes

Kelly Phillips Erb

The Fascinating History Of How Income Taxes Got Americans Hooked On Cocktails

About now, some taxpayers may be shaking, stirring or pouring out a cocktail to celebrate today’s end of the official tax filing season today...

15.04.2026 6

Forbes

Kelly Phillips Erb

As Gas Tops $4 Per Gallon, Congress Considers Lowering The Gas Tax

With gas prices topping $4 per gallon at the pump (AAA reports that the national average is $4.108 as of today), drivers are increasingly focused on...

15.04.2026 10

Forbes

Kelly Phillips Erb

What Happens If You Don’t Sign Your Tax Return—and How To Do It Right

Ready to sign your tax return? That feels like an easy lift—but some quirks and exceptions can make it challenging for some taxpayers. Here’s what...

15.04.2026 8

Forbes

Kelly Phillips Erb

Mailing A Last Minute Tax Return? Warning: The Postmark Rules Have Changed

Ready to mail your tax return—or your request for an extension? Before you pop that envelope into the mailbox, you’ll want to do a little...

14.04.2026 8

Forbes

Kelly Phillips Erb

Tax Day 2026 Deals: Free Food, Discounts And Other ‘Tax Relief’

Ready to file your tax return? While Tax Day often means settling up with the IRS, it also comes with a small consolation prize: a wave of deals,...

13.04.2026 7

Forbes

Kelly Phillips Erb

Tax Breaks: The Final Countdown To Tax Day Edition

After more than 30 years with IRS Criminal Investigation (CI), Chief Guy Ficco is stepping down, closing out a tenure marked by transition within the...

11.04.2026 10

Forbes

Kelly Phillips Erb

With April 15 Just Days Away, IRS Data Shows Tax Filing Still Behind

The most recent tax filing statistics from the IRS tell largely the same story as we’ve heard for most of the tax filing season: filing and...

10.04.2026 8

Forbes

Kelly Phillips Erb

IRS Issues New Rules For Clergy, Santa Clauses And Other Tipped Workers

Tipped workers can deduct up to $25,000 from their taxable income under the “No Tax on Tips” provision of the One Big, Beautiful Bill Act (OBBBA),...

10.04.2026 9

Forbes

Kelly Phillips Erb

AI And Less Immigration Work Will Shift IRS Criminal Enforcement

After more than three decades of service with IRS Criminal Investigation (CI), CI Chief Guy Ficco is leaving the agency. His last day is today....

10.04.2026 8

Forbes

Kelly Phillips Erb

Tax Breaks: The To The Moon (And Back To Taxes) Edition

When I was a kid, I was fascinated by space. I think most kids in my generation were. All the coolest movies, like the original Star Wars and The...

04.04.2026 10

Forbes

Kelly Phillips Erb

How My Widowed 77-Year-Old Mom Lost Social Security Benefits For Five Months

Last October, my mother walked into the family room of her rural North Carolina house and found my dad, her husband of nearly 60 years, sitting...

04.04.2026 20

Forbes

Kelly Phillips Erb

IRS Data Shows Tax Refunds Rising, But Falling Short Of Expectations

03.04.2026 10

Forbes

Kelly Phillips Erb

IRS Warns Of New Tax Scams Linked To The One Big Beautiful Bill Act

Taxpayers are taking advantage of provisions in the One Big Beautiful Bill Act (OBBBA)—as are scammers and opportunists. The IRS is warning...

03.04.2026 9

Forbes

Kelly Phillips Erb

New Federal 2025 Tax Breaks Still Causing State Income Tax Confusion

(Author’s note: On March 31, South Carolina lawmakers voted not to make changes to state tax law. The article has been updated to reflect the vote.)...

01.04.2026 8

Forbes

Kelly Phillips Erb

What Gig Workers And Freelancers Need To Know About Taxes Now

The gig economy has changed how taxpayers earn money, turning spare hours into income sources that didn’t exist even a decade or so ago. Whether...

01.04.2026 9

Forbes

Kelly Phillips Erb

Tax Breaks: The Texas Two-Step Through The Courts Edition

We’re nearing the home stretch for the tax filing season, and the most recent IRS data shows a mixed bag as the April 15 deadline nears. Refunds are...

28.03.2026 30

Forbes

Kelly Phillips Erb

Tax Filings Lag While Tax Refunds Fall Short Of Early Hype

27.03.2026 20

Forbes

Kelly Phillips Erb

Intuit Wins Big In FTC Fight Over TurboTax “Free” Ads

A federal appeals court has handed Intuit a significant procedural win in its long-running fight with the Federal Trade Commission (FTC) that could...

27.03.2026 20

Forbes

Kelly Phillips Erb

$8.5 Million Fake Trust Tax Scheme Nets Prison Sentences For Texas Family

A Texas family’s effort to turn fake trusts into legitimate tax refunds ended with federal prison sentences, concluding a multimillion-dollar fraud...

27.03.2026 20

Forbes

Kelly Phillips Erb

When Will Your Tax Refund Arrive? What To Know This Tax Filing Season

Tax refunds are a bright spot for many filers. This year, they’re also a bit of a puzzle. Early IRS data show tax refunds are running higher than...

26.03.2026 30

Forbes

Kelly Phillips Erb

Court Strikes Down New Treasury Residential Real Estate Reporting Rule

A lawsuit filed in the Eastern District of Texas has upended another Treasury reporting rule—this time targeting residential real estate...

24.03.2026 20

Forbes

Kelly Phillips Erb

The IRS Is Sitting On $1.2 Billion In Unclaimed Tax Refunds

23.03.2026 9

Forbes

Kelly Phillips Erb