David A. Handler and Alison E. Lothes highlight the most important tax developments of the past month.
Editor in Chief Susan R. Lipp discusses this month's issue.
Andres Mazabel details Trust & Will's mission to make estate planning simple, affordable and accessible to everyone.
This framework can aid in wealth accumulation and help business-owner clients attract and retain top talent.
It will use artificial intelligence to help identify tax discrepancies and trigger audits.
Virtual meetings require a different approach.
Twenty points to help ensure your clients' legacies stay on track.
Collaborative advisors set the stage for a client’s informed decision.
Unwanted items in an estate aren’t necessary a bunch of junk.
A new report urges against the changes.