Tax Court Thwarts Attempted Loophole in Charitable Deduction Rules May 22, 2019 Date-of-death valuation doesn’t apply. Proceeds of ILIT Policy Not Included in Trustee-Beneficiary’s Estate May 22, 2019 No incidents of ownership retained post-modification. When Clients’ Loved Ones Experience Mental Health Crises May 22, 2019 Advice on how to counsel stricken families. Subscribe to Ensure Delivery of our "Tax Year in Review" Issue - ONLY $159 Get prepared for the 2018 tax season with a discount subscription to the pre-eminent, peer review journal for wealth management professionals. Act now to ensure delivery of our ESSENTIAL "Tax Year in Review" issue in January. Subscribe Now! Sign up for the Morning Memo newsletter. AfghanistanAland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBritish Virgin IslandsBruneiBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCaribbean NetherlandsCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongo (Brazzaville)Congo (Kinshasa)Cook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHondurasHong Kong S.A.R., ChinaHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyIvory CoastJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacao S.A.R., ChinaMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNetherlands AntillesNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorthern Mariana IslandsNorth KoreaNorwayOmanPakistanPalauPalestinian TerritoryPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarReunionRomaniaRussiaRwandaSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint Martin (French part)Saint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwazilandSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluU.S. Virgin IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUnited States Minor Outlying IslandsUruguayUzbekistanVanuatuVaticanVenezuelaVietnamWallis and FutunaWestern SaharaYemenZambiaZimbabwe Sign Up Enter your email above to receive messages about offerings by Informa, its brands, affiliates and/or third-party partners, consistent with Informa's Privacy Statement. List Leave this field blank Tom Petty’s Daughters Battle Over Control of the Late Singer’s Estate May 21, 2019 What does "equal participation" mean really? Philanthropic Community Singing the Varsity Blues May 20, 2019 Until some of the wrongdoers receive serious jail time for criminal tax fraud, the universe of charitable incentives will be justifiably questioned. Post-Mortem Planning for Botched Beneficiary Designations May 16, 2019 Recent private letter rulings highlight some opportunities. Designating Beneficiaries of Retirement Accounts May 16, 2019 Practical tips to simplify the process. Decanting Trusts to Remove Unwanted Beneficiaries May 16, 2019 Keep assets in the individual retirement account for as long as possible. QBI Planning Meets Retirement Planning May 16, 2019 Issues to address with clients who want the best of both. Unlikely Trust Beneficiaries Shouldn’t Affect Required Minimum Distributions May 16, 2019 A fix is needed. Roth IRA Conversion Sweet Spot May 16, 2019 A tax-saving opportunity for married taxpayers with taxable income under $320,000. Fractional Gifts of Art May 16, 2019 Reducing capital gains taxes with charitable remainder trusts. Evaluating the Benefits and Risks of Qualified Opportunity Zones May 16, 2019 Understanding the investment component and potential estate-planning considerations is critical. Load More 1 2 3 4 next last Load More
Proceeds of ILIT Policy Not Included in Trustee-Beneficiary’s Estate May 22, 2019 No incidents of ownership retained post-modification. When Clients’ Loved Ones Experience Mental Health Crises May 22, 2019 Advice on how to counsel stricken families. Subscribe to Ensure Delivery of our "Tax Year in Review" Issue - ONLY $159 Get prepared for the 2018 tax season with a discount subscription to the pre-eminent, peer review journal for wealth management professionals. Act now to ensure delivery of our ESSENTIAL "Tax Year in Review" issue in January. Subscribe Now! Sign up for the Morning Memo newsletter. AfghanistanAland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBritish Virgin IslandsBruneiBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCaribbean NetherlandsCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongo (Brazzaville)Congo (Kinshasa)Cook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHondurasHong Kong S.A.R., ChinaHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyIvory CoastJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacao S.A.R., ChinaMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNetherlands AntillesNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorthern Mariana IslandsNorth KoreaNorwayOmanPakistanPalauPalestinian TerritoryPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarReunionRomaniaRussiaRwandaSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint Martin (French part)Saint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwazilandSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluU.S. Virgin IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUnited States Minor Outlying IslandsUruguayUzbekistanVanuatuVaticanVenezuelaVietnamWallis and FutunaWestern SaharaYemenZambiaZimbabwe Sign Up Enter your email above to receive messages about offerings by Informa, its brands, affiliates and/or third-party partners, consistent with Informa's Privacy Statement. List Leave this field blank Tom Petty’s Daughters Battle Over Control of the Late Singer’s Estate May 21, 2019 What does "equal participation" mean really? Philanthropic Community Singing the Varsity Blues May 20, 2019 Until some of the wrongdoers receive serious jail time for criminal tax fraud, the universe of charitable incentives will be justifiably questioned. Post-Mortem Planning for Botched Beneficiary Designations May 16, 2019 Recent private letter rulings highlight some opportunities. Designating Beneficiaries of Retirement Accounts May 16, 2019 Practical tips to simplify the process. Decanting Trusts to Remove Unwanted Beneficiaries May 16, 2019 Keep assets in the individual retirement account for as long as possible. QBI Planning Meets Retirement Planning May 16, 2019 Issues to address with clients who want the best of both. Unlikely Trust Beneficiaries Shouldn’t Affect Required Minimum Distributions May 16, 2019 A fix is needed. Roth IRA Conversion Sweet Spot May 16, 2019 A tax-saving opportunity for married taxpayers with taxable income under $320,000. Fractional Gifts of Art May 16, 2019 Reducing capital gains taxes with charitable remainder trusts. Evaluating the Benefits and Risks of Qualified Opportunity Zones May 16, 2019 Understanding the investment component and potential estate-planning considerations is critical. Load More 1 2 3 4 next last Load More
When Clients’ Loved Ones Experience Mental Health Crises May 22, 2019 Advice on how to counsel stricken families. Subscribe to Ensure Delivery of our "Tax Year in Review" Issue - ONLY $159 Get prepared for the 2018 tax season with a discount subscription to the pre-eminent, peer review journal for wealth management professionals. Act now to ensure delivery of our ESSENTIAL "Tax Year in Review" issue in January. Subscribe Now!
Subscribe to Ensure Delivery of our "Tax Year in Review" Issue - ONLY $159 Get prepared for the 2018 tax season with a discount subscription to the pre-eminent, peer review journal for wealth management professionals. Act now to ensure delivery of our ESSENTIAL "Tax Year in Review" issue in January. Subscribe Now!
Tom Petty’s Daughters Battle Over Control of the Late Singer’s Estate May 21, 2019 What does "equal participation" mean really? Philanthropic Community Singing the Varsity Blues May 20, 2019 Until some of the wrongdoers receive serious jail time for criminal tax fraud, the universe of charitable incentives will be justifiably questioned. Post-Mortem Planning for Botched Beneficiary Designations May 16, 2019 Recent private letter rulings highlight some opportunities. Designating Beneficiaries of Retirement Accounts May 16, 2019 Practical tips to simplify the process. Decanting Trusts to Remove Unwanted Beneficiaries May 16, 2019 Keep assets in the individual retirement account for as long as possible. QBI Planning Meets Retirement Planning May 16, 2019 Issues to address with clients who want the best of both. Unlikely Trust Beneficiaries Shouldn’t Affect Required Minimum Distributions May 16, 2019 A fix is needed. Roth IRA Conversion Sweet Spot May 16, 2019 A tax-saving opportunity for married taxpayers with taxable income under $320,000. Fractional Gifts of Art May 16, 2019 Reducing capital gains taxes with charitable remainder trusts. Evaluating the Benefits and Risks of Qualified Opportunity Zones May 16, 2019 Understanding the investment component and potential estate-planning considerations is critical. Load More 1 2 3 4 next last Load More
Philanthropic Community Singing the Varsity Blues May 20, 2019 Until some of the wrongdoers receive serious jail time for criminal tax fraud, the universe of charitable incentives will be justifiably questioned. Post-Mortem Planning for Botched Beneficiary Designations May 16, 2019 Recent private letter rulings highlight some opportunities. Designating Beneficiaries of Retirement Accounts May 16, 2019 Practical tips to simplify the process. Decanting Trusts to Remove Unwanted Beneficiaries May 16, 2019 Keep assets in the individual retirement account for as long as possible. QBI Planning Meets Retirement Planning May 16, 2019 Issues to address with clients who want the best of both. Unlikely Trust Beneficiaries Shouldn’t Affect Required Minimum Distributions May 16, 2019 A fix is needed. Roth IRA Conversion Sweet Spot May 16, 2019 A tax-saving opportunity for married taxpayers with taxable income under $320,000. Fractional Gifts of Art May 16, 2019 Reducing capital gains taxes with charitable remainder trusts. Evaluating the Benefits and Risks of Qualified Opportunity Zones May 16, 2019 Understanding the investment component and potential estate-planning considerations is critical. Load More 1 2 3 4 next last Load More
Post-Mortem Planning for Botched Beneficiary Designations May 16, 2019 Recent private letter rulings highlight some opportunities. Designating Beneficiaries of Retirement Accounts May 16, 2019 Practical tips to simplify the process. Decanting Trusts to Remove Unwanted Beneficiaries May 16, 2019 Keep assets in the individual retirement account for as long as possible. QBI Planning Meets Retirement Planning May 16, 2019 Issues to address with clients who want the best of both. Unlikely Trust Beneficiaries Shouldn’t Affect Required Minimum Distributions May 16, 2019 A fix is needed. Roth IRA Conversion Sweet Spot May 16, 2019 A tax-saving opportunity for married taxpayers with taxable income under $320,000. Fractional Gifts of Art May 16, 2019 Reducing capital gains taxes with charitable remainder trusts. Evaluating the Benefits and Risks of Qualified Opportunity Zones May 16, 2019 Understanding the investment component and potential estate-planning considerations is critical. Load More 1 2 3 4 next last Load More
Designating Beneficiaries of Retirement Accounts May 16, 2019 Practical tips to simplify the process. Decanting Trusts to Remove Unwanted Beneficiaries May 16, 2019 Keep assets in the individual retirement account for as long as possible. QBI Planning Meets Retirement Planning May 16, 2019 Issues to address with clients who want the best of both. Unlikely Trust Beneficiaries Shouldn’t Affect Required Minimum Distributions May 16, 2019 A fix is needed. Roth IRA Conversion Sweet Spot May 16, 2019 A tax-saving opportunity for married taxpayers with taxable income under $320,000. Fractional Gifts of Art May 16, 2019 Reducing capital gains taxes with charitable remainder trusts. Evaluating the Benefits and Risks of Qualified Opportunity Zones May 16, 2019 Understanding the investment component and potential estate-planning considerations is critical. Load More 1 2 3 4 next last Load More
Decanting Trusts to Remove Unwanted Beneficiaries May 16, 2019 Keep assets in the individual retirement account for as long as possible. QBI Planning Meets Retirement Planning May 16, 2019 Issues to address with clients who want the best of both. Unlikely Trust Beneficiaries Shouldn’t Affect Required Minimum Distributions May 16, 2019 A fix is needed. Roth IRA Conversion Sweet Spot May 16, 2019 A tax-saving opportunity for married taxpayers with taxable income under $320,000. Fractional Gifts of Art May 16, 2019 Reducing capital gains taxes with charitable remainder trusts. Evaluating the Benefits and Risks of Qualified Opportunity Zones May 16, 2019 Understanding the investment component and potential estate-planning considerations is critical. Load More 1 2 3 4 next last Load More
QBI Planning Meets Retirement Planning May 16, 2019 Issues to address with clients who want the best of both. Unlikely Trust Beneficiaries Shouldn’t Affect Required Minimum Distributions May 16, 2019 A fix is needed. Roth IRA Conversion Sweet Spot May 16, 2019 A tax-saving opportunity for married taxpayers with taxable income under $320,000. Fractional Gifts of Art May 16, 2019 Reducing capital gains taxes with charitable remainder trusts. Evaluating the Benefits and Risks of Qualified Opportunity Zones May 16, 2019 Understanding the investment component and potential estate-planning considerations is critical. Load More 1 2 3 4 next last Load More
Unlikely Trust Beneficiaries Shouldn’t Affect Required Minimum Distributions May 16, 2019 A fix is needed.
Roth IRA Conversion Sweet Spot May 16, 2019 A tax-saving opportunity for married taxpayers with taxable income under $320,000. Fractional Gifts of Art May 16, 2019 Reducing capital gains taxes with charitable remainder trusts. Evaluating the Benefits and Risks of Qualified Opportunity Zones May 16, 2019 Understanding the investment component and potential estate-planning considerations is critical. Load More 1 2 3 4 next last Load More
Fractional Gifts of Art May 16, 2019 Reducing capital gains taxes with charitable remainder trusts. Evaluating the Benefits and Risks of Qualified Opportunity Zones May 16, 2019 Understanding the investment component and potential estate-planning considerations is critical. Load More 1 2 3 4 next last Load More
Evaluating the Benefits and Risks of Qualified Opportunity Zones May 16, 2019 Understanding the investment component and potential estate-planning considerations is critical. Load More 1 2 3 4 next last Load More
