Meet Katana.
A common refrain about digital advice technology is that while it may be good for small accounts and new investors, it is unable to handle the needs of a high net worth investor. Hedgeable is trying to change that with Tax Samurai...
The savings will be significant
October is national estate planning awareness month.
It’s a day your client hoped would never come. His spouse has died. His world is turned upside down, leaving him vulnerable and bereft. And as he’s dealing with his grief and loss, he will be required to make critical legal and...
Trust retains GST tax-exempt status even with trustee resignations, appointment of successors and proposed amendments
October is national estate planning awareness month.
The Tax Court’s decision in Heller provides rare jurisprudence on IRC Section 2054
How clients can make the most optimal gifts to those in need
Both nominees would do away with step-up in basis on inherited assets
Revenue Procedure 2016-49 details available methods of revocation
