Here's a quick rundown of some general rules for gifting to personal foundations.

Whole life insurance has been held up as somewhat holy and unaffected by the travails of universal life insurance. This has got to stop.

Help your clients apply an SDG lens to their giving.

Withholding and compliance burdens eased.

It could owe more.

The president’s various fraud allegations over the past 25 years can teach us a great deal about the U.S. tax code.

A soft launch of the healthcare planning software meant for the public this month will allow the firm to test drive how the application performs with larger numbers.

Some key things to keep in mind both when we’re working with clients and reading anxiety-inducing news headlines.