The most critical expertise needed is in the areas of taxes, legal title, recognition, liquidity and premiums.

A review of the topics of interest to estate planners.

Imposition of a 4% surtax begins on Jan. 1, 2023.

Family discord and mental health struggles lead to unfortunate outcome.

Tools to use when portfolios have taken a hit.

The taxpayer, who was an art expert, didn’t meet substantiation requirements.

And client needs for advice will expand accordingly.

A new report highlights emerging trends in private philanthropy.

Many DAF donors don’t know that some sponsors allow their financial advisors to select and manage the investments in their accounts.