Signed Form 890 is only an informal settlement.

Senate Finance Subcommittee recently held a hearing focused on the political activity of 501(c)4 organizations.

CliffsNotes style solutions to some of clients' most taxing problems.

IRS claims that Arthur Cinader's estate understated taxable gifts and overstated debt deductions.

For many successful entrepreneurs, a business represents 80% to 90% of the value of their estate.

The application to open a trust company is the Canadian financial services firm’s latest development in a busy two years after first entering the U.S. RIA space.

A settlement agreement leads to dispute over tax deductions.

What's a practitioner to do when faced with this ethical dilemma?

The agreement reduced a $98.1 million tax assessment to approximately $17 million.

Which tax-free transactions will trigger an estate tax if the taxpayer dies after the higher exemption amount sunsets?