• New revenue procedure allows do-it-yourself process to complete a rollover despite missing the 60-day deadline—In Revenue Procedure 2016-47, the Internal Revenue Service created a do-it-yourself process that may allow taxpayers who...
From different law codes to increasing scrutiny from world governments, the complexities of estate and tax planning on an international scale are ready to ensnare the unaware. Here's an overview of some of the important issues practitioners face.
The proliferation of second marriages and the ever-expanding definition of “family” are blurring the previously well-defined lines between the generations in many American families. Traditional wealth and succession planning techniques...
