Dec 28, 2021

Legislators took aim at the estate and gift tax exemption to help finance their lofty social safety net proposals.

Dec 27, 2021

The conversations advisors should be having with clients.

Dec 26, 2021

A new administration means new priorities. President Joe Biden and the Democrats looked at targeting the rich with their tax proposals.

Dec 22, 2021

Look for investments that many donors are unwilling to risk.

Dec 22, 2021

State legislatures have been very busy this year.

Dec 22, 2021

A step in the right direction, but several outstanding lawsuits remain.

Dec 20, 2021

Don’t let frantic clients guilt you into helping them make reckless last-minute tax planning decisions.

Dec 20, 2021

David Lenok and Megan Gorman discuss the missed opportunities for Philip Seymour Hoffman and his advisors.

Dec 17, 2021

An update on key planning developments.

Dec 17, 2021

An updated ranking matrix