What should fiduciaries do to protect themselves when faced with uncertainty regarding the tax consequences of this technique?

The U.S. may be “the best place to hide and launder ill-gotten gains,” according to Treasury Secretary Janet Yellen.

A settlement agreement leads to dispute over tax deductions.

Effective tax and estate planning is key to growing AUM when clients experience financial windfalls.

With fast evolving changes in regulations, taxes and applications, recordkeeping is key.

Is this a tax evasion scheme or a legitimate planning strategy?

Helping clients do charitable planning properly will boost your business. Here are some options.

Will required annual reporting on trust assets actually come to pass?

Grantor trusts and generation-skipping transfers are just a few of the items under the administration’s microscope.

Or, more appropriately, the $100 millionaire tax.