Before seeking expert opinions on their worth, it is crucial to assist your clients in adjusting to their newfound ownership.
A tweak to perspective, process or presentation could pay dividends.
Ignore the difference at your peril.
It is important to distinguish between risky behavior and sub-optimal decision-making.
The Internal Revenue Service issues new guidance on whether it’s a taxable gift.
Those who are product agnostic will prevail in the uncertain times ahead.