As donors and their tax advisors report 2023 charitable gifts, they should ensure compliance with the substantiation requirements to avoid questions about, and possible disallowance of, their charitable deductions.
Still thinking of buying term and investing the difference?
Investors are never completely sure what they’ve made until a fund has fully repaid all capital.
With the news of King Charles' cancer diagnosis, we re-present this episode exploring how estate plans work when there are international heirs involved.
Black History Month is a great time to commit to becoming more actively engaged with new and existing Black clients by understanding their specific needs and providing personalized guidance.
Clients and advisors alike can benefit from a focus on mitigating taxes.
Taxpayer’s “quiet disclosures” corrected her delinquent foreign bank and financial account reports.
