Wealth Planning

Christopher P. Woehrle examines a recent unsuccessful challenge to a commercially sponsored donor-advised fund.

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

Advisors, consultants and plan sponsors have all become more familiar with CITs, making it increasingly likely the trusts will be considered as alternatives to mutual funds.

Help donors achieve greater strategic clarity and impact.

In a statement before the Senate Finance Committee, XYPN co-founders Michael Kitces and Alan Moore said a provision in the Retirement Security and Savings Act would unfairly benefit record-keepers and could result in conflicted advice.

Palantir’s 100-ounce gold bars will be kept in a secure location in the northeastern U.S.

Why not both?