It’s time to reexamine their favorable tax treatment.

New York is a particularly assertive tax collector and has historically relied on field audits primarily of high-net worth individuals.

Todd Kristol will be a partner and head of real estate, initially focusing on office, industrial, multifamily and retail properties.

Nubank’s David Velez and his wife, Mariel Reyes, committed to give most of their wealth to philanthropy.

Help clients by keeping holistic focus in mind.

Show clients that, in the big picture, the risk of buying a home right now is relatively small.

Courts have ruled funding pooled special needs trusts after age 65 is not an uncompensated transfer.

The sale, which will take place live at the Bellagio and be conducted by Sotheby’s, will include paintings, works on paper, and ceramics.

More than 80 taxpayers collectively walked away with more than $1 billion in total savings in 2018, the first year the pass-through tax break was available.

The long-awaited bipartisan infrastructure bill also has potential ramifications for fiduciaries.