elderly couple park bench
Spousal 'Conduit' Trust Attained
Feb 20, 2019
The applicable divisor used to compute RMDs would be recalculated each year.
Karl Lagerfeld and Hudson Kroenig
Karl Lagerfeld's Estate Could Be as Unique as He Was
Feb 20, 2019
The leading potential heirs to the fashion icon's £150 million fortune include a child model and his cat, Choupette.
money gift question
The Rules for Gifts of S Corps Must Change
Feb 15, 2019
A brief history of S-corps and why change could open a world of opportunities to greatly benefit both small business owners and charitable organizations.
password
Share Your Cryptocurrency Passwords
Feb 15, 2019
And other lessons from the (ridiculous) Quadriga bankruptcy.
spouses
The Importance of Proper Beneficiary Designations
Feb 13, 2019
IRS rules no income taxes for IRA assets spouse acquired directly from decedent.
demolishing home
Charitable Deduction Deconstruction
Feb 12, 2019
There will always be reasons to be charitable. But, if your client is looking to claim a deduction, be sure she follows the rules.
tax reform
A Seismic Shift in the Estate-Planning Landscape
Feb 12, 2019
A view from the audience at Heckerling: Part 1.
broken money heart
Financial Marriage Counseling
Feb 11, 2019
A soon to be married millennial advisor shares what he's learned from clients in financially dysfunctional marriages.
Tax Reform Opportunities for Business Owners One-Year Post Tax Reform
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Tax Reform Opportunities for Business Owners One-Year Post Tax Reform
Feb 11, 2019
View the full video and learn about the current opportunities our experts see one year in under the new tax law.
The Importance of Personal Trusts Under the New Tax Act
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The Importance of Personal Trusts Under the New Tax Act
Feb 11, 2019
Changes in the federal tax laws have provided a renewed focus on state income taxes and strategies available to minimize these taxes - view the full video.
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