Features on Fiduciary Professions and Perspectives, plus columns on Tax Law Update, Philanthropy and Tips From the Pros
A possible solution for clients who want to save money and get closure sooner.
Nelson provides further instruction.
Name, image and likeness are important assets in estate planning.
Help family business clients create a legacy for generations to come.
Tax Court applies IRC Section 2701 special valuation rules.
Implications of growing societal and client trends.
Break it down into bite-sized pieces and identify and overcome certain key personal concerns.
Understanding tax treatment and related planning strategies.
Charles A. Redd highlights several client intake considerations that should be examined carefully before accepting a new client engagement.