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War! What Is It Good For? Memorabilia
Dec 19, 2019
Artifacts from major military conflicts of the 1800s and 1900s went under the hammer at the Bonhams Conflicts of the 19th & 20th Centuries auction.
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The 12 Tax-Planning Tips of Christmas
Dec 19, 2019
Give your clients the gift of a happier tax season.
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The 12 Tax-Planning Tips of Christmas
Dec 19, 2019
Give your clients the gift of a happier tax season.
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Which Trust Situs is Best in 2020?
Dec 18, 2019
Navigating the future of multigenerational planning.
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The State of the States: 2019
Dec 18, 2019
An update on key planning developments.
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The Calm Before the Oncoming Election Train
Dec 18, 2019
Cracks appear for breaching the tax-affecting wall.
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The Retirement Savings Adventures Continue
Dec 18, 2019
The proposed SECURE Act tosses a match into the IRA gas can, and other developments.
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No Thank You
Dec 18, 2019
Tax, legal and practical consequences of charitable gifts returned to donors.
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Challenging Times for Philanthropic Planning
Dec 18, 2019
It’s now harder for some donors to know what and when to give and the best vehicle to use.
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The Definition of a Successful Estate Plan
Dec 18, 2019
An emotional tug of war may exist between the client’s wishes and the attorney’s satisfaction.
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