David Lenok is a senior editor for Wealthmanagement.com and Trusts & Estates. He's an attorney admitted to practice in New York and writes about general wealth planning issues.
The recently enacted Consolidated Appropriations Act of 2016 includes a subsection that eliminates the state residency requirement for Achieving a Better Life Experience (ABLE) accounts, dramatically increasing ...
In September the Internal Revenue Service proposed a controversial amendment to the federal tax code that would require nonprofits to track donor social security numbers for any gift exceeding $250...
Morgan Stanley Global Sports and Entertainment (GSE), a division of Morgan Stanley Wealth Management that works with athletes and entertainers, said on Tuesday they were working with the...
The chief executive of one of the world's largest independent financial advisory organizations unambiguously condemned the Foreign Account Tax Compliance Act in a recent series of comments. ...