Ex-Girlfriend May Get Windfall Due to Beneficiary Designation Snafu Jun 26, 2024 Legal battle over retirement account worth over $750,000. U.S. Supreme Court Decision Upholds Constitutionality of Transition Tax Jun 21, 2024 What wealth advisors need to know about taxing unrealized gains Preparing for the Sunset of the 2017 Tax Reform Act Jun 21, 2024 Some strategic actions and best practices. 2024 Industry Awards Finalists Announced Sign up for the WM Morning Memo newsletter. AfghanistanAland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBritish Virgin IslandsBruneiBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCaribbean NetherlandsCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongo (Brazzaville)Congo (Kinshasa)Cook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHondurasHong Kong, S.A.R., ChinaHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyIvory CoastJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacau, S.A.R., ChinaMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNetherlands AntillesNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorthern Mariana IslandsNorth KoreaNorwayOmanPakistanPalauPalestinian TerritoryPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarReunionRomaniaRussiaRwandaSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint Martin (French part)Saint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwazilandSwedenSwitzerlandSyriaTaiwan, ChinaTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluU.S. Virgin IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUnited States Minor Outlying IslandsUruguayUzbekistanVanuatuVaticanVenezuelaVietnamWallis and FutunaWestern SaharaYemenZambiaZimbabwe Sign Up Enter your email above to receive messages about offerings by Informa, its brands, affiliates and/or third-party partners, consistent with Informa's Privacy Policy. List Leave this field blank Corporate Transparency Act Q&A Jun 12, 2024 Our experts provide answers to some common questions. Robbie Robertson’s Children Accuse Widow of Financial Elder Abuse Jun 12, 2024 The late musician's Beverly Hills home is at the center of the dispute. U.S. Supreme Court Rules Insurance Proceeds Included in Estate Jun 10, 2024 Corporation redemption obligation isn’t a liability that reduces the value of the decedent’s shares Termination of QTIP Marital Trust Didn’t Create Gift Tax Liability May 29, 2024 Tax Court finds inapplicability of IRC 2519 and lack of gift tax liability. Probate Disputes Explained May 22, 2024 A comprehensive guide to family conflict and asset distribution. Six Items that Could Trigger an IRS Audit May 22, 2024 Wealthy individuals with a red flag on their tax returns are more at risk. Is Your Client's Family Office Prepared for the Worst? May 22, 2024 A new report finds families underestimate risks and potential threats. IRS Issues Proposed Foreign-Trust Regulations May 17, 2024 The agency seeks to prevent abusive tax schemes. Grantor Trust Mischaracterization Might Cost Heirs $15M May 15, 2024 A recent case illustrates the inherent reporting difficulties faced by individuals with foreign trusts. Penalties Properly Assessed for Failure to File Form 5472 May 15, 2024 Appeals court hands out win to IRS regarding filing requirements of foreign corporations. Load More 1 2 3 4 next last Load More
U.S. Supreme Court Decision Upholds Constitutionality of Transition Tax Jun 21, 2024 What wealth advisors need to know about taxing unrealized gains Preparing for the Sunset of the 2017 Tax Reform Act Jun 21, 2024 Some strategic actions and best practices. 2024 Industry Awards Finalists Announced Sign up for the WM Morning Memo newsletter. AfghanistanAland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBritish Virgin IslandsBruneiBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCaribbean NetherlandsCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongo (Brazzaville)Congo (Kinshasa)Cook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHondurasHong Kong, S.A.R., ChinaHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyIvory CoastJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacau, S.A.R., ChinaMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNetherlands AntillesNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorthern Mariana IslandsNorth KoreaNorwayOmanPakistanPalauPalestinian TerritoryPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarReunionRomaniaRussiaRwandaSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint Martin (French part)Saint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwazilandSwedenSwitzerlandSyriaTaiwan, ChinaTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluU.S. Virgin IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUnited States Minor Outlying IslandsUruguayUzbekistanVanuatuVaticanVenezuelaVietnamWallis and FutunaWestern SaharaYemenZambiaZimbabwe Sign Up Enter your email above to receive messages about offerings by Informa, its brands, affiliates and/or third-party partners, consistent with Informa's Privacy Policy. List Leave this field blank Corporate Transparency Act Q&A Jun 12, 2024 Our experts provide answers to some common questions. Robbie Robertson’s Children Accuse Widow of Financial Elder Abuse Jun 12, 2024 The late musician's Beverly Hills home is at the center of the dispute. U.S. Supreme Court Rules Insurance Proceeds Included in Estate Jun 10, 2024 Corporation redemption obligation isn’t a liability that reduces the value of the decedent’s shares Termination of QTIP Marital Trust Didn’t Create Gift Tax Liability May 29, 2024 Tax Court finds inapplicability of IRC 2519 and lack of gift tax liability. Probate Disputes Explained May 22, 2024 A comprehensive guide to family conflict and asset distribution. Six Items that Could Trigger an IRS Audit May 22, 2024 Wealthy individuals with a red flag on their tax returns are more at risk. Is Your Client's Family Office Prepared for the Worst? May 22, 2024 A new report finds families underestimate risks and potential threats. IRS Issues Proposed Foreign-Trust Regulations May 17, 2024 The agency seeks to prevent abusive tax schemes. Grantor Trust Mischaracterization Might Cost Heirs $15M May 15, 2024 A recent case illustrates the inherent reporting difficulties faced by individuals with foreign trusts. Penalties Properly Assessed for Failure to File Form 5472 May 15, 2024 Appeals court hands out win to IRS regarding filing requirements of foreign corporations. Load More 1 2 3 4 next last Load More
Preparing for the Sunset of the 2017 Tax Reform Act Jun 21, 2024 Some strategic actions and best practices. 2024 Industry Awards Finalists Announced
Corporate Transparency Act Q&A Jun 12, 2024 Our experts provide answers to some common questions. Robbie Robertson’s Children Accuse Widow of Financial Elder Abuse Jun 12, 2024 The late musician's Beverly Hills home is at the center of the dispute. U.S. Supreme Court Rules Insurance Proceeds Included in Estate Jun 10, 2024 Corporation redemption obligation isn’t a liability that reduces the value of the decedent’s shares Termination of QTIP Marital Trust Didn’t Create Gift Tax Liability May 29, 2024 Tax Court finds inapplicability of IRC 2519 and lack of gift tax liability. Probate Disputes Explained May 22, 2024 A comprehensive guide to family conflict and asset distribution. Six Items that Could Trigger an IRS Audit May 22, 2024 Wealthy individuals with a red flag on their tax returns are more at risk. Is Your Client's Family Office Prepared for the Worst? May 22, 2024 A new report finds families underestimate risks and potential threats. IRS Issues Proposed Foreign-Trust Regulations May 17, 2024 The agency seeks to prevent abusive tax schemes. Grantor Trust Mischaracterization Might Cost Heirs $15M May 15, 2024 A recent case illustrates the inherent reporting difficulties faced by individuals with foreign trusts. Penalties Properly Assessed for Failure to File Form 5472 May 15, 2024 Appeals court hands out win to IRS regarding filing requirements of foreign corporations. Load More 1 2 3 4 next last Load More
Robbie Robertson’s Children Accuse Widow of Financial Elder Abuse Jun 12, 2024 The late musician's Beverly Hills home is at the center of the dispute. U.S. Supreme Court Rules Insurance Proceeds Included in Estate Jun 10, 2024 Corporation redemption obligation isn’t a liability that reduces the value of the decedent’s shares Termination of QTIP Marital Trust Didn’t Create Gift Tax Liability May 29, 2024 Tax Court finds inapplicability of IRC 2519 and lack of gift tax liability. Probate Disputes Explained May 22, 2024 A comprehensive guide to family conflict and asset distribution. Six Items that Could Trigger an IRS Audit May 22, 2024 Wealthy individuals with a red flag on their tax returns are more at risk. Is Your Client's Family Office Prepared for the Worst? May 22, 2024 A new report finds families underestimate risks and potential threats. IRS Issues Proposed Foreign-Trust Regulations May 17, 2024 The agency seeks to prevent abusive tax schemes. Grantor Trust Mischaracterization Might Cost Heirs $15M May 15, 2024 A recent case illustrates the inherent reporting difficulties faced by individuals with foreign trusts. Penalties Properly Assessed for Failure to File Form 5472 May 15, 2024 Appeals court hands out win to IRS regarding filing requirements of foreign corporations. Load More 1 2 3 4 next last Load More
U.S. Supreme Court Rules Insurance Proceeds Included in Estate Jun 10, 2024 Corporation redemption obligation isn’t a liability that reduces the value of the decedent’s shares Termination of QTIP Marital Trust Didn’t Create Gift Tax Liability May 29, 2024 Tax Court finds inapplicability of IRC 2519 and lack of gift tax liability. Probate Disputes Explained May 22, 2024 A comprehensive guide to family conflict and asset distribution. Six Items that Could Trigger an IRS Audit May 22, 2024 Wealthy individuals with a red flag on their tax returns are more at risk. Is Your Client's Family Office Prepared for the Worst? May 22, 2024 A new report finds families underestimate risks and potential threats. IRS Issues Proposed Foreign-Trust Regulations May 17, 2024 The agency seeks to prevent abusive tax schemes. Grantor Trust Mischaracterization Might Cost Heirs $15M May 15, 2024 A recent case illustrates the inherent reporting difficulties faced by individuals with foreign trusts. Penalties Properly Assessed for Failure to File Form 5472 May 15, 2024 Appeals court hands out win to IRS regarding filing requirements of foreign corporations. Load More 1 2 3 4 next last Load More
Termination of QTIP Marital Trust Didn’t Create Gift Tax Liability May 29, 2024 Tax Court finds inapplicability of IRC 2519 and lack of gift tax liability. Probate Disputes Explained May 22, 2024 A comprehensive guide to family conflict and asset distribution. Six Items that Could Trigger an IRS Audit May 22, 2024 Wealthy individuals with a red flag on their tax returns are more at risk. Is Your Client's Family Office Prepared for the Worst? May 22, 2024 A new report finds families underestimate risks and potential threats. IRS Issues Proposed Foreign-Trust Regulations May 17, 2024 The agency seeks to prevent abusive tax schemes. Grantor Trust Mischaracterization Might Cost Heirs $15M May 15, 2024 A recent case illustrates the inherent reporting difficulties faced by individuals with foreign trusts. Penalties Properly Assessed for Failure to File Form 5472 May 15, 2024 Appeals court hands out win to IRS regarding filing requirements of foreign corporations. Load More 1 2 3 4 next last Load More
Probate Disputes Explained May 22, 2024 A comprehensive guide to family conflict and asset distribution. Six Items that Could Trigger an IRS Audit May 22, 2024 Wealthy individuals with a red flag on their tax returns are more at risk. Is Your Client's Family Office Prepared for the Worst? May 22, 2024 A new report finds families underestimate risks and potential threats. IRS Issues Proposed Foreign-Trust Regulations May 17, 2024 The agency seeks to prevent abusive tax schemes. Grantor Trust Mischaracterization Might Cost Heirs $15M May 15, 2024 A recent case illustrates the inherent reporting difficulties faced by individuals with foreign trusts. Penalties Properly Assessed for Failure to File Form 5472 May 15, 2024 Appeals court hands out win to IRS regarding filing requirements of foreign corporations. Load More 1 2 3 4 next last Load More
Six Items that Could Trigger an IRS Audit May 22, 2024 Wealthy individuals with a red flag on their tax returns are more at risk. Is Your Client's Family Office Prepared for the Worst? May 22, 2024 A new report finds families underestimate risks and potential threats. IRS Issues Proposed Foreign-Trust Regulations May 17, 2024 The agency seeks to prevent abusive tax schemes. Grantor Trust Mischaracterization Might Cost Heirs $15M May 15, 2024 A recent case illustrates the inherent reporting difficulties faced by individuals with foreign trusts. Penalties Properly Assessed for Failure to File Form 5472 May 15, 2024 Appeals court hands out win to IRS regarding filing requirements of foreign corporations. Load More 1 2 3 4 next last Load More
Is Your Client's Family Office Prepared for the Worst? May 22, 2024 A new report finds families underestimate risks and potential threats.
IRS Issues Proposed Foreign-Trust Regulations May 17, 2024 The agency seeks to prevent abusive tax schemes. Grantor Trust Mischaracterization Might Cost Heirs $15M May 15, 2024 A recent case illustrates the inherent reporting difficulties faced by individuals with foreign trusts. Penalties Properly Assessed for Failure to File Form 5472 May 15, 2024 Appeals court hands out win to IRS regarding filing requirements of foreign corporations. Load More 1 2 3 4 next last Load More
Grantor Trust Mischaracterization Might Cost Heirs $15M May 15, 2024 A recent case illustrates the inherent reporting difficulties faced by individuals with foreign trusts. Penalties Properly Assessed for Failure to File Form 5472 May 15, 2024 Appeals court hands out win to IRS regarding filing requirements of foreign corporations. Load More 1 2 3 4 next last Load More
Penalties Properly Assessed for Failure to File Form 5472 May 15, 2024 Appeals court hands out win to IRS regarding filing requirements of foreign corporations. Load More 1 2 3 4 next last Load More