0717-TE-anna
On the Cover: July 2017
Jun 20, 2017
Associate legal editor Anna Sulkin discusses this month's cover.
0717-TE-susan
Note From The Editor: July 2017
Jun 20, 2017
Editor in Chief Susan R. Lipp discusses this month's issue.
Chris Cornell Soundgarden
Counseling Gen X Clients
Jun 20, 2017
Remember to plan for the forgotten generation.
shadows
Engage Millennials in Estate Planning
Jun 19, 2017
Invest time with young, first-time clients.
IRS building
IRS Simplifies Extension Procedures for Portability Elections
Jun 19, 2017
Revenue Procedure 2017-34 provides for notation on top of Form 706.
uncle sam thumbs up
Six Top Tax Tips From AICPA ENGAGE 2017
Jun 16, 2017
Top recommendations from tax experts at the American Institute of Certified Public Accountants ENGAGE conference.
IRS building
IRS Rolls Out Offshore Voluntary Disclosure Compliance Campaign
Jun 16, 2017
A more targeted approach to noncompliance.
Image courtesy of Jennifer Martinez
Charitable Gifts From Behind Bars?
Jun 14, 2017
The lighter (heavier?) side of the law.
helping hand on cane
Seven Tips For Protecting Clients From Elder Abuse
Jun 09, 2017
It’s more important than ever to look at the role active managers can play in protecting elderly individuals from making poor investment decisions.
IRS
IRS Not Time-Barred From Collecting Estate Taxes
Jun 07, 2017
Court finds duty of consistency estops taxpayers from bringing statute of limitations claim and denies recovery for alleged wrongful liens.
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