Tax planning techniques haven’t appeared in the most recent versions and don’t appear to be a current topic of conversation.
Even a brief stint in the United States can result in significant tax liability and onerous reporting obligations.
Numerous wealth transfer strategies will be affected by the new proposed tax laws; here’s what business owners can expect.
What clients can learn from Musk's story about transferring wealth strategically to take care of family members and the creative use of family foundations to make tax-efficient charitable donations.
A discussion of the details, interpretation and application of deathbed transfers.
The sheer number of nonprofits shouldn’t force clients into a self-imposed game of 'eeny, meeny, miny, moe.'
Here are some of the highlights that impact estate and trust planning.
Advisors have an important role in helping a client go through a difficult transition.
A hypothetical webinar this boomer would love to attend.
