It’s more important than ever to look at the role active managers can play in protecting elderly individuals from making poor investment decisions.
Court finds duty of consistency estops taxpayers from bringing statute of limitations claim and denies recovery for alleged wrongful liens.
A strategy for the client without a revocable trust.
We’re rapidly approaching the end of this valuable planning tool.
Tax Court says IRS properly complied with taxpayer’s written instructions .
Misunderstanding can build resentment.
No need to consider difficulty in collection.
