Topics and resources to help guide your clients’ charitable giving.
Planning charitable gifts? Don't forget non-cash contributions.
Two advocacy groups and a number of broker/dealers formed a coalition seeking Congress to expand the Section 199A pass-through tax…
Is there such a thing as a “Yellowstone” effect?
Treat wealth as a family business.
Clearly explaining the technical aspects of the planner’s proposals aids in the successful implementation of estate plans.
U.S. Supreme Court stays one lower court’s injunction of the CTA, but another lower court’s order still keeps the Act…
Estate planning isn’t just for the ultra-wealthy.
Ideas for nurturing children with responsibility and independence.
What can we learn from the Tax Cuts and Jobs Act experience?