Despite its advantages, portability isn’t always recommended.
Some tips to help prevent your clients from ending up like HBO's Roys.
Identifying and locating marital assets is one of the biggest challenges practitioners will face.
The likelihood that the client does not have good title to artwork should be taken into consideration when creating an estate plan.
The Court ruled that a disclosure package submitted to IRS adequately disclosed transfer of company and related foreign accounts.
The structure of a portfolio plays an important role in the productivity of a tax-loss harvesting algorithm.
Despite the initial drama, issues were resolved quickly and without court involvement.
Gifting privately held business interests is an effective way to maximize wealth transfer and achieve legacy planning goals.
The star is fighting back against a notice of deficiency.
