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GrowthTech Summit: Tech-Driven Growth Strategies for the Modern Advisor

Nov 22, 2024

SEC Chair Gary Gensler to Depart on Trump’s Inauguration Day

Nov 21, 2024

Wells Fargo’s Head of Advisor Recruiting Exits

Nov 21, 2024

Former Wells Fargo Advisor Pleads Guilty to Stealing $3M+ from Clients

Nov 21, 2024

$600M Montana RIA Moves Custody to SEI From Schwab

Nov 21, 2024

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Scenes from the 10th Annual WealthManagement.com Industry Awards

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Fifteen of the Best Investment Books of All Time

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Anna Sulkin Stern

Legal Editor, Trust & Estates

Anna Sulkin is a legal editor at Trusts & Estates magazine. She is licensed to practice law in New York.

Anna’s Recent activity

More Taxes for the Rich

Jul 29, 2020

Is reform really needed?

IRS Issues Important Reminder About COVID-19 Relief for Seniors

Jul 28, 2020

Seniors and retirees need not take distributions from retirement accounts this year.

On the Cover: July 2020

Jul 22, 2020

Legal editor Anna Sulkin discusses this month's cover.

Survey of Family Enterprises Reveals COVID-19 Is Still a Big Concern

Jul 15, 2020

Biggest impediment to growth is recession or market downturn.

IRS Sticks to July 15 Tax Filing Deadline

Jul 08, 2020

Urges taxpayers to pay what they can or face interest and penalties.

Elizabeth Hurley’s Ex’s Suicide Renews Inheritance Speculation

Jul 07, 2020

Did Steve Bing leave anything of his fortune to the kids?

On the Cover: July 2020

Jul 01, 2020

Legal editor Anna Sulkin discusses this month's cover.

Did Kylie Jenner Lie to the IRS?

Jun 15, 2020

The beauty mogul might end up in hot water after Forbes uncovered tax document inconsistencies.

IRS Allows Remote Signature/Notarization for Retirement Plan Elections

Jun 08, 2020

Notice 2020-42 issued to accommodate local shutdowns and social distancing measures.

When Is Equal Inheritance the Wrong Answer?

Jun 02, 2020

Clients must decide whether it’s wise to split their estates equally among their children.

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