Revenue Ruling 2023-2 confirms that taxpayers can’t have their cake and eat it too.

Highlights include CRATs and monetized installment sales.

Setting the stage for the end of the Tax Cuts and Jobs Act?

More than $5 trillion is now squirreled away in money-market funds.

A new notice seeks to treat certain NFTs as collectibles.

Children received taxable gifts when they purchased property at discount.

Many regional banks also have trust departments and/or associated trust companies.

Last month’s column generated a number of questions about goodwill from Wealthmanagement.com readers.

Her mother, Priscilla Presley, is challenging the validity of an amendment to the living trust.

Revised Form 1040 lays the foundation for a new integrated regulatory framework around this asset class.