The methods and procedures that analysts commonly apply.

Analyzing the underpinnings of the U.S. Supreme Court’s decision.

Lessons From Estate of Hoensheid v. Commissioner

Eight types to guard against.

How to mitigate exposure to reputational harm.

Adapting to the AI revolution while maintaining the human touch.

Explaining technical concepts to clients for greater understanding and satisfaction

Practical steps for continuing to accelerate growth.

Martin M. Shenkman and Joy Matak discuss three issues in 2025 paramount to the estate-planning landscape.

Christopher P. Woehrle takes us through a hypothetical to see what happens to a charitable gift annuity when a once-in-a-century event, like a pandemic, intervenes.