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?
Does transparency help beneficiaries better prepare?