It's an important distinction for wealth advisors to be able to make. Here's why.

Further increasing the burden imposed on non-U.S. taxpayers.

Attempts to reduce regulatory burden have had only modest effect.

With social security planning increasingly accepted as a necessity, Medicare is the logical next step for advisors.

Pay attention to the emotional impact of the planning process

Uncle Sam looks to be coming after anyone connected to the Key Worldwide Foundation.

The charitable deduction is meant to incentivize taxpayers to contribute to charities, not find ways to cheat the system

John Krubski's approach, albeit unusual, can produce meaningful solutions.

The 2006 Pension Protection Act offered tax benefits for plans with these features.