Charitable Gifts: Ethical Concerns For all Professions Apr 16, 2024 Avoiding sanctions, malpractice claims, IRS’ costly penalties, the slammer. Pros and Cons of Pay-on-Death Accounts Apr 16, 2024 Beware of unintended results. How Biden’s Budget Proposals Impact Pre-2026 Planning Apr 16, 2024 Martin M. Shenkman and Joy Matak discuss proposals in the 2025 Green Book. Tips From the Pros: On the Road to Incapacity Apr 16, 2024 Charles A. Redd explains what an advisor should do when a client has declining or diminished capacity. Donor-Advised Funds: A Versatile Tool for Clients and a Powerful Tool for Advisors Apr 16, 2024 Ron Ransom and Sandra Swirski share the benefits of a donor-advised fund. Tax Law Update: May 2024 Apr 16, 2024 The most pressing tax law developments of the past month. On the Cover: May 2024 Apr 16, 2024 Legal Editor Anna Sulkin Stern discusses this month's cover art. Note From the Editor: May 2024 Apr 16, 2024 Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue. Five Types of Liability Insurance For Clients to Consider Apr 10, 2024 Estate planners should have a role in the overall risk management aspect of a client’s planning. Ask The Experts: The Corporate Transparency Act Apr 08, 2024 This new law, which took effect Jan. 1. 2o24, was enacted to help prevent and combat money laundering, terrorist financing, corruption, tax fraud and other illicit activity. It requires corporations, limited liability companies and other filing... Load More first previous … 8 9 10 11 12 13 14 15 16 … next last Load More
Pros and Cons of Pay-on-Death Accounts Apr 16, 2024 Beware of unintended results. How Biden’s Budget Proposals Impact Pre-2026 Planning Apr 16, 2024 Martin M. Shenkman and Joy Matak discuss proposals in the 2025 Green Book. Tips From the Pros: On the Road to Incapacity Apr 16, 2024 Charles A. Redd explains what an advisor should do when a client has declining or diminished capacity. Donor-Advised Funds: A Versatile Tool for Clients and a Powerful Tool for Advisors Apr 16, 2024 Ron Ransom and Sandra Swirski share the benefits of a donor-advised fund. Tax Law Update: May 2024 Apr 16, 2024 The most pressing tax law developments of the past month. On the Cover: May 2024 Apr 16, 2024 Legal Editor Anna Sulkin Stern discusses this month's cover art. Note From the Editor: May 2024 Apr 16, 2024 Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue. Five Types of Liability Insurance For Clients to Consider Apr 10, 2024 Estate planners should have a role in the overall risk management aspect of a client’s planning. Ask The Experts: The Corporate Transparency Act Apr 08, 2024 This new law, which took effect Jan. 1. 2o24, was enacted to help prevent and combat money laundering, terrorist financing, corruption, tax fraud and other illicit activity. It requires corporations, limited liability companies and other filing... Load More first previous … 8 9 10 11 12 13 14 15 16 … next last Load More
How Biden’s Budget Proposals Impact Pre-2026 Planning Apr 16, 2024 Martin M. Shenkman and Joy Matak discuss proposals in the 2025 Green Book. Tips From the Pros: On the Road to Incapacity Apr 16, 2024 Charles A. Redd explains what an advisor should do when a client has declining or diminished capacity. Donor-Advised Funds: A Versatile Tool for Clients and a Powerful Tool for Advisors Apr 16, 2024 Ron Ransom and Sandra Swirski share the benefits of a donor-advised fund. Tax Law Update: May 2024 Apr 16, 2024 The most pressing tax law developments of the past month. On the Cover: May 2024 Apr 16, 2024 Legal Editor Anna Sulkin Stern discusses this month's cover art. Note From the Editor: May 2024 Apr 16, 2024 Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue. Five Types of Liability Insurance For Clients to Consider Apr 10, 2024 Estate planners should have a role in the overall risk management aspect of a client’s planning. Ask The Experts: The Corporate Transparency Act Apr 08, 2024 This new law, which took effect Jan. 1. 2o24, was enacted to help prevent and combat money laundering, terrorist financing, corruption, tax fraud and other illicit activity. It requires corporations, limited liability companies and other filing... Load More first previous … 8 9 10 11 12 13 14 15 16 … next last Load More
Tips From the Pros: On the Road to Incapacity Apr 16, 2024 Charles A. Redd explains what an advisor should do when a client has declining or diminished capacity. Donor-Advised Funds: A Versatile Tool for Clients and a Powerful Tool for Advisors Apr 16, 2024 Ron Ransom and Sandra Swirski share the benefits of a donor-advised fund. Tax Law Update: May 2024 Apr 16, 2024 The most pressing tax law developments of the past month. On the Cover: May 2024 Apr 16, 2024 Legal Editor Anna Sulkin Stern discusses this month's cover art. Note From the Editor: May 2024 Apr 16, 2024 Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue. Five Types of Liability Insurance For Clients to Consider Apr 10, 2024 Estate planners should have a role in the overall risk management aspect of a client’s planning. Ask The Experts: The Corporate Transparency Act Apr 08, 2024 This new law, which took effect Jan. 1. 2o24, was enacted to help prevent and combat money laundering, terrorist financing, corruption, tax fraud and other illicit activity. It requires corporations, limited liability companies and other filing... Load More first previous … 8 9 10 11 12 13 14 15 16 … next last Load More
Donor-Advised Funds: A Versatile Tool for Clients and a Powerful Tool for Advisors Apr 16, 2024 Ron Ransom and Sandra Swirski share the benefits of a donor-advised fund. Tax Law Update: May 2024 Apr 16, 2024 The most pressing tax law developments of the past month. On the Cover: May 2024 Apr 16, 2024 Legal Editor Anna Sulkin Stern discusses this month's cover art. Note From the Editor: May 2024 Apr 16, 2024 Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue. Five Types of Liability Insurance For Clients to Consider Apr 10, 2024 Estate planners should have a role in the overall risk management aspect of a client’s planning. Ask The Experts: The Corporate Transparency Act Apr 08, 2024 This new law, which took effect Jan. 1. 2o24, was enacted to help prevent and combat money laundering, terrorist financing, corruption, tax fraud and other illicit activity. It requires corporations, limited liability companies and other filing... Load More first previous … 8 9 10 11 12 13 14 15 16 … next last Load More
Tax Law Update: May 2024 Apr 16, 2024 The most pressing tax law developments of the past month. On the Cover: May 2024 Apr 16, 2024 Legal Editor Anna Sulkin Stern discusses this month's cover art. Note From the Editor: May 2024 Apr 16, 2024 Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue. Five Types of Liability Insurance For Clients to Consider Apr 10, 2024 Estate planners should have a role in the overall risk management aspect of a client’s planning. Ask The Experts: The Corporate Transparency Act Apr 08, 2024 This new law, which took effect Jan. 1. 2o24, was enacted to help prevent and combat money laundering, terrorist financing, corruption, tax fraud and other illicit activity. It requires corporations, limited liability companies and other filing... Load More first previous … 8 9 10 11 12 13 14 15 16 … next last Load More
On the Cover: May 2024 Apr 16, 2024 Legal Editor Anna Sulkin Stern discusses this month's cover art. Note From the Editor: May 2024 Apr 16, 2024 Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue. Five Types of Liability Insurance For Clients to Consider Apr 10, 2024 Estate planners should have a role in the overall risk management aspect of a client’s planning. Ask The Experts: The Corporate Transparency Act Apr 08, 2024 This new law, which took effect Jan. 1. 2o24, was enacted to help prevent and combat money laundering, terrorist financing, corruption, tax fraud and other illicit activity. It requires corporations, limited liability companies and other filing... Load More first previous … 8 9 10 11 12 13 14 15 16 … next last Load More
Note From the Editor: May 2024 Apr 16, 2024 Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue. Five Types of Liability Insurance For Clients to Consider Apr 10, 2024 Estate planners should have a role in the overall risk management aspect of a client’s planning. Ask The Experts: The Corporate Transparency Act Apr 08, 2024 This new law, which took effect Jan. 1. 2o24, was enacted to help prevent and combat money laundering, terrorist financing, corruption, tax fraud and other illicit activity. It requires corporations, limited liability companies and other filing... Load More first previous … 8 9 10 11 12 13 14 15 16 … next last Load More
Five Types of Liability Insurance For Clients to Consider Apr 10, 2024 Estate planners should have a role in the overall risk management aspect of a client’s planning. Ask The Experts: The Corporate Transparency Act Apr 08, 2024 This new law, which took effect Jan. 1. 2o24, was enacted to help prevent and combat money laundering, terrorist financing, corruption, tax fraud and other illicit activity. It requires corporations, limited liability companies and other filing... Load More first previous … 8 9 10 11 12 13 14 15 16 … next last Load More
Ask The Experts: The Corporate Transparency Act Apr 08, 2024 This new law, which took effect Jan. 1. 2o24, was enacted to help prevent and combat money laundering, terrorist financing, corruption, tax fraud and other illicit activity. It requires corporations, limited liability companies and other filing... Load More first previous … 8 9 10 11 12 13 14 15 16 … next last Load More
