Help guide your clients through this sensitive and emotionally charged time.

Conflicting forces are at play.

Demuth v. Commissioner was a literal case of checks and balances.

Asking the right questions can help bridge the cultural gap.

A couple's charitable deduction was derailed due to assignment of income and minor paperwork errors.

Adding a child’s name to a deed may not be a good idea.

It’s about finding ways to work with the highly affluent who don’t have lots of investable assets to give you (yet).

Why would they do this? What are the advantages/disadvantages of accepting this offer?

Five key markers where extra attention is warranted.