U.S. MASTER ESTATE AND GIFT TAX GUIDE (2027)

Serves as a reliable resource covering topics focused on federal estate and gift tax planning, return preparation, tax payment, and more.

Trusted by tax professionals nationwide Reflects 2026 federal tax law changes Cross-referenced to the IRC & CCH® AnswerConnect

Cover of U.S. MASTER ESTATE AND GIFT TAX GUIDE (2027)

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Overview

Trusted by tax professionals nationwide, the U.S. Master Tax Guide® 2027 delivers practical guidance on the latest federal tax law changes affecting 2026 returns. Cross-referenced to the Internal Revenue Code, Income Tax Regulations, and CCH® AnswerConnect for deeper federal tax research.

Why professionals choose this guide

Save research time

Quickly locate answers without searching multiple IRS sources.

Stay current

Reflects current federal tax law changes impacting 2026 returns.

Improve accuracy

Reduce filing errors with trusted editorial analysis.

Identify opportunities

Spot deductions, credits, and planning strategies for clients.

What's new

Updated federal guidance covering tax law changes affecting 2026 returns.
New IRS administrative guidance and regulations incorporated throughout.
Updated planning and compliance content for the current filing season.
Revised deduction and credit information reflecting the latest thresholds.
Expanded references to CCH® AnswerConnect for deeper federal tax research.

Who it's for

CPAs

Licensed accountants who need authoritative, citable guidance to advise clients on complex estate and gift tax matters.

Enrolled agents

IRS-authorized tax practitioners who prepare returns and represent clients before the IRS on estate and gift tax issues.

Tax preparers

Professionals handling individual and estate tax filings who need current-year rules, thresholds, and worked examples.

Accounting firms

Firms serving high-net-worth and business clients that need a shared reference for estate and gift tax planning across engagements.

Financial advisors

Wealth and financial planners who coordinate estate strategies with clients' broader tax and investment planning.

Tax attorneys

Attorneys structuring trusts, gifts, and estates who need in-depth statutory and case-law analysis to support legal opinions.

Corporate tax departments

In-house tax teams managing executive compensation, trusts, or family-owned business succession with estate tax exposure.

Accounting students

Students and candidates studying for the CPA/EA exams who need a structured, example-driven introduction to estate and gift tax.

Frequently asked questions

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Product details

Title	U.S. MASTER ESTATE AND GIFT TAX GUIDE (2027)
Edition	110th Edition, 2027
Author	Lucie Bélanger, M. Rick McLean, Marty D. Van Wagoner
Publisher	110th Edition, 2027
Product ID	10031732-0017

About the author(s)

Lucie Bélanger	View all publications by this author
M. Rick McLean CA	Accocié chez KPMG LLP, Services fiscaux, fusions et acquisitions, il agit comme leader du groupe de fiscalité des réorganisations corporatives du bureau de Toronto. Il est l’auteur de la version originale Understanding Section 55 and Butterfly Reorganizations. M. McLean a présenté de nombreux cours et conférences, notamment pour l’Ordre des CPA, le In-Depth Tax Course, la Fondation Canadienne de Fiscalité, STEP et l’Institut des cadres fiscalistes. Il est gouverneur de la Fondation canadienne de fiscalité. View all publications by this author
Marty D. Van Wagoner	Marty D. Van Wagoner primarily spends his time as Professional-in-Residence Faculty at Utah Valley University (UVU) and as Managing Partner of Mountainside Accounting & Consulting. In addition, he is adjunct faculty in the MBA program at Roseman University of Health Sciences; he teaches continuing professional education (CPE) courses around the country for the AICPA, Surgent McCoy and other CPE providers, with an emphasis on audit and accounting update courses; and he serves on the Boards of four not-for-profit organizations. Marty began his career with ten years at KPMG as an auditor. He has continued to perform audits in his current and previous firms. Most of the rest of his 30 year career has been as a partner in local firms with clients across the US and in a variety of other countries. Marty served the Utah Association of Certified Public Accountants (UACPA) as Treasurer, Vice President, President Elect, and President, as well as on various committees and as an instructor of CPE. He was on Council for the AICPA. He was also an adjunct professor at the University of Utah for several years. In addition to previous Board positions, Marty is currently serving as Treasurer on the Board of Directors of Utah MENSA; on the Advisory Board for UVU’s School of Accounting; on the Audit Committee for the Great Salt Lake Council of the Boy Scouts of America (BSA); and as Chair of the Board of the Wood Badge Alumni Association of the Utah National Parks Council of BSA. He also serves BSA as a District Commissioner. Marty received his Bachelor of Arts in Accounting, with a minor in Spanish, as well as his Master of Business Administration, at the University of Utah. He is a licensed Certified Public Accountant in Utah and is a member of the AICPA and UACPA. View all publications by this author