Brothers from another mother. | Copyright Christian Petersen, Getty Images | Photo by Jim Tweedie You probably wouldn’t think NFL coaches and portfolio managers have much in common, but MarketWatch contends that both are high-profile, high-t...

Advisors need to keep an eye on potential tax loophole closures as the year goes forward, particularly as the government faces funding needs around homeland security and highway legislation...

Investors could be losing 10 to 15 percent of their potential retirement savings because of conflicted advice from brokers, according to a memo written by White House economic advisors that could galvanize presidential support for new rules...

In re Reuter: Bankruptcy Court denies trustee’s access to debtor’s spouse’s revocable trust.

NPRM REG-154890-03: Proposed regulation issued on determining basis in interests in tax-exempt trusts

Cavallaro v. Commissioner: Tax Court memorandum holds parents made gift to sons in a non-arm’s-length merger of two family-run companies

Frank Aragona Trust v. Comm’r: Tax Court ruling upholds trustees’ activities as qualifying trust for material participation exception under IRC Section 469

CCA 201406010: IRS confirms role of estate beneficiaries when there’s no executor

PLR 201410001: IRS approves incomplete gift non-grantor trust strategy

PLR 201410011: PLR blesses spouse’s ability to “elect against” a prenuptial agreement