How to reduce risk in light of CCA 202352018.

The most common pitfalls and how to avoid them.

A roundup of fascinating court cases.

There’s a better way.

There’s a better way.

Avoiding sanctions, malpractice claims, IRS’ costly penalties, the slammer.

Beware of unintended results.

Martin M. Shenkman and Joy Matak discuss proposals in the 2025 Green Book.

Charles A. Redd explains what an advisor should do when a client has declining or diminished capacity.

Ron Ransom and Sandra Swirski share the benefits of a donor-advised fund.