Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue.
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Mar 01, 2024
A step-by-step checklist to guide your client conversations.
With the news of King Charles' cancer diagnosis, we re-present this episode exploring how estate plans work when there are international heirs involved.
Taxpayer’s “quiet disclosures” corrected her delinquent foreign bank and financial account reports.
Three real-world examples advisors can learn from.
The comment period on proposed regulations just closed.
You can't ignore the CTA.
Practitioners need to be aware of the tax consequences of Chief Counsel Memorandum 202352018.
Three experts provide answers to some common questions.
HNW clients need to start thinking about moving their assets.