Generate tax savings for older clients.

Louis S. Harrison proposes that to increase happiness, practitioners should avoid 10 percent of potential new “bad” clients and projects.

Editor in Chief Susan R. Lipp discusses this month's issue.

Christopher P. Woehrle examines the issues arising from two hypothetical gifts “gone bad.”

David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month.

Those gathered at the SALT conference in Las Vegas are comfortable with future with Mike Pence in charge.

How significant is the risk of higher Medicare costs, and does it ever justify an earlier-than-planned Social Security claim?

The top 20 colleges ranked by ultra-rich alumni, Addepar expands its alt investments capabilities and Raymond James continues its West Coast recruiting spree.

Pet visitation therapy provided to hospital patients and the elderly constitutes an exempt organization’s charitable purpose.