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Year-End Federal Policy for Donors And Advisors to Watch Sep 18, 2023 Issues on the radar include disaster relief, DAFs and crypto philanthropy. What Donors’ Advisors Should Know About Charitable Gift Annuities Sep 18, 2023 Adhere to state and federal laws when operating a CGA program. Planning for Future Probate Matters to Improve Results Sep 18, 2023 Martin M. Shenkman and Joy Matak share how you can help a family navigate the host of tax decisions to be made after the death of a loved one. Tips From the Pros: Dealing With a “Bad” Trustee Sep 18, 2023 Charles A. Redd discusses options to handle a trustee’s deficiencies. On the Cover: October 2023 Sep 18, 2023 Legal editor Anna Sulkin discusses this month's cover. Tax Law Update: October 2023 Sep 18, 2023 David A. Handler and Alison E. Lothes highlight the most important tax developments of the past month. Note From the Editor: October 2023 Sep 18, 2023 Editor in Chief Susan R. Lipp discusses this month's issue. The WealthStack Podcast: Democratization, Digitization of Estate Planning with Andres Mazabel Sep 15, 2023 Andres Mazabel details Trust & Will's mission to make estate planning simple, affordable and accessible to everyone. Capital Split Dollar Programs Explained Sep 13, 2023 This framework can aid in wealth accumulation and help business-owner clients attract and retain top talent. IRS Targets Large Partnerships and Millionaires Sep 13, 2023 It will use artificial intelligence to help identify tax discrepancies and trigger audits. Load More first previous … 19 20 21 22 23 24 25 26 27 … next last Load More
What Donors’ Advisors Should Know About Charitable Gift Annuities Sep 18, 2023 Adhere to state and federal laws when operating a CGA program. Planning for Future Probate Matters to Improve Results Sep 18, 2023 Martin M. Shenkman and Joy Matak share how you can help a family navigate the host of tax decisions to be made after the death of a loved one. Tips From the Pros: Dealing With a “Bad” Trustee Sep 18, 2023 Charles A. Redd discusses options to handle a trustee’s deficiencies. On the Cover: October 2023 Sep 18, 2023 Legal editor Anna Sulkin discusses this month's cover. Tax Law Update: October 2023 Sep 18, 2023 David A. Handler and Alison E. Lothes highlight the most important tax developments of the past month. Note From the Editor: October 2023 Sep 18, 2023 Editor in Chief Susan R. Lipp discusses this month's issue. The WealthStack Podcast: Democratization, Digitization of Estate Planning with Andres Mazabel Sep 15, 2023 Andres Mazabel details Trust & Will's mission to make estate planning simple, affordable and accessible to everyone. Capital Split Dollar Programs Explained Sep 13, 2023 This framework can aid in wealth accumulation and help business-owner clients attract and retain top talent. IRS Targets Large Partnerships and Millionaires Sep 13, 2023 It will use artificial intelligence to help identify tax discrepancies and trigger audits. Load More first previous … 19 20 21 22 23 24 25 26 27 … next last Load More
Planning for Future Probate Matters to Improve Results Sep 18, 2023 Martin M. Shenkman and Joy Matak share how you can help a family navigate the host of tax decisions to be made after the death of a loved one. Tips From the Pros: Dealing With a “Bad” Trustee Sep 18, 2023 Charles A. Redd discusses options to handle a trustee’s deficiencies. On the Cover: October 2023 Sep 18, 2023 Legal editor Anna Sulkin discusses this month's cover. Tax Law Update: October 2023 Sep 18, 2023 David A. Handler and Alison E. Lothes highlight the most important tax developments of the past month. Note From the Editor: October 2023 Sep 18, 2023 Editor in Chief Susan R. Lipp discusses this month's issue. The WealthStack Podcast: Democratization, Digitization of Estate Planning with Andres Mazabel Sep 15, 2023 Andres Mazabel details Trust & Will's mission to make estate planning simple, affordable and accessible to everyone. Capital Split Dollar Programs Explained Sep 13, 2023 This framework can aid in wealth accumulation and help business-owner clients attract and retain top talent. IRS Targets Large Partnerships and Millionaires Sep 13, 2023 It will use artificial intelligence to help identify tax discrepancies and trigger audits. Load More first previous … 19 20 21 22 23 24 25 26 27 … next last Load More
Tips From the Pros: Dealing With a “Bad” Trustee Sep 18, 2023 Charles A. Redd discusses options to handle a trustee’s deficiencies. On the Cover: October 2023 Sep 18, 2023 Legal editor Anna Sulkin discusses this month's cover. Tax Law Update: October 2023 Sep 18, 2023 David A. Handler and Alison E. Lothes highlight the most important tax developments of the past month. Note From the Editor: October 2023 Sep 18, 2023 Editor in Chief Susan R. Lipp discusses this month's issue. The WealthStack Podcast: Democratization, Digitization of Estate Planning with Andres Mazabel Sep 15, 2023 Andres Mazabel details Trust & Will's mission to make estate planning simple, affordable and accessible to everyone. Capital Split Dollar Programs Explained Sep 13, 2023 This framework can aid in wealth accumulation and help business-owner clients attract and retain top talent. IRS Targets Large Partnerships and Millionaires Sep 13, 2023 It will use artificial intelligence to help identify tax discrepancies and trigger audits. Load More first previous … 19 20 21 22 23 24 25 26 27 … next last Load More
On the Cover: October 2023 Sep 18, 2023 Legal editor Anna Sulkin discusses this month's cover. Tax Law Update: October 2023 Sep 18, 2023 David A. Handler and Alison E. Lothes highlight the most important tax developments of the past month. Note From the Editor: October 2023 Sep 18, 2023 Editor in Chief Susan R. Lipp discusses this month's issue. The WealthStack Podcast: Democratization, Digitization of Estate Planning with Andres Mazabel Sep 15, 2023 Andres Mazabel details Trust & Will's mission to make estate planning simple, affordable and accessible to everyone. Capital Split Dollar Programs Explained Sep 13, 2023 This framework can aid in wealth accumulation and help business-owner clients attract and retain top talent. IRS Targets Large Partnerships and Millionaires Sep 13, 2023 It will use artificial intelligence to help identify tax discrepancies and trigger audits. Load More first previous … 19 20 21 22 23 24 25 26 27 … next last Load More
Tax Law Update: October 2023 Sep 18, 2023 David A. Handler and Alison E. Lothes highlight the most important tax developments of the past month. Note From the Editor: October 2023 Sep 18, 2023 Editor in Chief Susan R. Lipp discusses this month's issue. The WealthStack Podcast: Democratization, Digitization of Estate Planning with Andres Mazabel Sep 15, 2023 Andres Mazabel details Trust & Will's mission to make estate planning simple, affordable and accessible to everyone. Capital Split Dollar Programs Explained Sep 13, 2023 This framework can aid in wealth accumulation and help business-owner clients attract and retain top talent. IRS Targets Large Partnerships and Millionaires Sep 13, 2023 It will use artificial intelligence to help identify tax discrepancies and trigger audits. Load More first previous … 19 20 21 22 23 24 25 26 27 … next last Load More
Note From the Editor: October 2023 Sep 18, 2023 Editor in Chief Susan R. Lipp discusses this month's issue. The WealthStack Podcast: Democratization, Digitization of Estate Planning with Andres Mazabel Sep 15, 2023 Andres Mazabel details Trust & Will's mission to make estate planning simple, affordable and accessible to everyone. Capital Split Dollar Programs Explained Sep 13, 2023 This framework can aid in wealth accumulation and help business-owner clients attract and retain top talent. IRS Targets Large Partnerships and Millionaires Sep 13, 2023 It will use artificial intelligence to help identify tax discrepancies and trigger audits. Load More first previous … 19 20 21 22 23 24 25 26 27 … next last Load More
The WealthStack Podcast: Democratization, Digitization of Estate Planning with Andres Mazabel Sep 15, 2023 Andres Mazabel details Trust & Will's mission to make estate planning simple, affordable and accessible to everyone. Capital Split Dollar Programs Explained Sep 13, 2023 This framework can aid in wealth accumulation and help business-owner clients attract and retain top talent. IRS Targets Large Partnerships and Millionaires Sep 13, 2023 It will use artificial intelligence to help identify tax discrepancies and trigger audits. Load More first previous … 19 20 21 22 23 24 25 26 27 … next last Load More
Capital Split Dollar Programs Explained Sep 13, 2023 This framework can aid in wealth accumulation and help business-owner clients attract and retain top talent. IRS Targets Large Partnerships and Millionaires Sep 13, 2023 It will use artificial intelligence to help identify tax discrepancies and trigger audits. Load More first previous … 19 20 21 22 23 24 25 26 27 … next last Load More
IRS Targets Large Partnerships and Millionaires Sep 13, 2023 It will use artificial intelligence to help identify tax discrepancies and trigger audits. Load More first previous … 19 20 21 22 23 24 25 26 27 … next last Load More