The taxpayer, who was an art expert, didn’t meet substantiation requirements.
A new report highlights emerging trends in private philanthropy.
Many DAF donors don’t know that some sponsors allow their financial advisors to select and manage the investments in their accounts.
Failed charitable planning technique results in a malpractice claim.
Smaller accounts that may slip under the radar of endowment/foundation consultants often can be sizable for independent advisors.
The trustee hired his personal trainer to make critical spending decisions.
Earlier decision vacated based on 11th Circuit decision.
Could this approach turn the estate-planning industry upside down?
