Who Will Be the Next 'Succession' Family? Jun 21, 2023 Some tips to help prevent your clients from ending up like HBO's Roys. Off-shore Assets in a Cross-Border Divorce Jun 07, 2023 Identifying and locating marital assets is one of the biggest challenges practitioners will face. The Tip of the Iceberg: Estate Planning and Stolen Art Jun 05, 2023 The likelihood that the client does not have good title to artwork should be taken into consideration when creating an estate plan. Substantial Compliance in Reporting Taxable Gift Sufficient to Start Statute of Limitations May 31, 2023 The Court ruled that a disclosure package submitted to IRS adequately disclosed transfer of company and related foreign accounts. Do Stocks Win the Tax Loss Harvesting Race? May 24, 2023 The structure of a portfolio plays an important role in the productivity of a tax-loss harvesting algorithm. Settlement Reached in Dispute Over Lisa Marie Presley’s Estate May 23, 2023 Despite the initial drama, issues were resolved quickly and without court involvement. Transferring Business Interests to Optimize Estate Taxes May 10, 2023 Gifting privately held business interests is an effective way to maximize wealth transfer and achieve legacy planning goals. Beyoncé Is Contesting a $2.7M Tax Bill From the IRS May 08, 2023 The star is fighting back against a notice of deficiency. Is Blood Really Thicker Than Water? May 03, 2023 What happens if your client wants to leave assets to friends rather than relatives? Family’s Use of CRATs to Save Taxes Backfires May 03, 2023 Payments from charitable remainder annuity trust-funded contracts taxed as ordinary income. Load More first previous … 10 11 12 13 14 15 16 17 18 next last Load More
Off-shore Assets in a Cross-Border Divorce Jun 07, 2023 Identifying and locating marital assets is one of the biggest challenges practitioners will face. The Tip of the Iceberg: Estate Planning and Stolen Art Jun 05, 2023 The likelihood that the client does not have good title to artwork should be taken into consideration when creating an estate plan. Substantial Compliance in Reporting Taxable Gift Sufficient to Start Statute of Limitations May 31, 2023 The Court ruled that a disclosure package submitted to IRS adequately disclosed transfer of company and related foreign accounts. Do Stocks Win the Tax Loss Harvesting Race? May 24, 2023 The structure of a portfolio plays an important role in the productivity of a tax-loss harvesting algorithm. Settlement Reached in Dispute Over Lisa Marie Presley’s Estate May 23, 2023 Despite the initial drama, issues were resolved quickly and without court involvement. Transferring Business Interests to Optimize Estate Taxes May 10, 2023 Gifting privately held business interests is an effective way to maximize wealth transfer and achieve legacy planning goals. Beyoncé Is Contesting a $2.7M Tax Bill From the IRS May 08, 2023 The star is fighting back against a notice of deficiency. Is Blood Really Thicker Than Water? May 03, 2023 What happens if your client wants to leave assets to friends rather than relatives? Family’s Use of CRATs to Save Taxes Backfires May 03, 2023 Payments from charitable remainder annuity trust-funded contracts taxed as ordinary income. Load More first previous … 10 11 12 13 14 15 16 17 18 next last Load More
The Tip of the Iceberg: Estate Planning and Stolen Art Jun 05, 2023 The likelihood that the client does not have good title to artwork should be taken into consideration when creating an estate plan. Substantial Compliance in Reporting Taxable Gift Sufficient to Start Statute of Limitations May 31, 2023 The Court ruled that a disclosure package submitted to IRS adequately disclosed transfer of company and related foreign accounts. Do Stocks Win the Tax Loss Harvesting Race? May 24, 2023 The structure of a portfolio plays an important role in the productivity of a tax-loss harvesting algorithm. Settlement Reached in Dispute Over Lisa Marie Presley’s Estate May 23, 2023 Despite the initial drama, issues were resolved quickly and without court involvement. Transferring Business Interests to Optimize Estate Taxes May 10, 2023 Gifting privately held business interests is an effective way to maximize wealth transfer and achieve legacy planning goals. Beyoncé Is Contesting a $2.7M Tax Bill From the IRS May 08, 2023 The star is fighting back against a notice of deficiency. Is Blood Really Thicker Than Water? May 03, 2023 What happens if your client wants to leave assets to friends rather than relatives? Family’s Use of CRATs to Save Taxes Backfires May 03, 2023 Payments from charitable remainder annuity trust-funded contracts taxed as ordinary income. Load More first previous … 10 11 12 13 14 15 16 17 18 next last Load More
Substantial Compliance in Reporting Taxable Gift Sufficient to Start Statute of Limitations May 31, 2023 The Court ruled that a disclosure package submitted to IRS adequately disclosed transfer of company and related foreign accounts. Do Stocks Win the Tax Loss Harvesting Race? May 24, 2023 The structure of a portfolio plays an important role in the productivity of a tax-loss harvesting algorithm. Settlement Reached in Dispute Over Lisa Marie Presley’s Estate May 23, 2023 Despite the initial drama, issues were resolved quickly and without court involvement. Transferring Business Interests to Optimize Estate Taxes May 10, 2023 Gifting privately held business interests is an effective way to maximize wealth transfer and achieve legacy planning goals. Beyoncé Is Contesting a $2.7M Tax Bill From the IRS May 08, 2023 The star is fighting back against a notice of deficiency. Is Blood Really Thicker Than Water? May 03, 2023 What happens if your client wants to leave assets to friends rather than relatives? Family’s Use of CRATs to Save Taxes Backfires May 03, 2023 Payments from charitable remainder annuity trust-funded contracts taxed as ordinary income. Load More first previous … 10 11 12 13 14 15 16 17 18 next last Load More
Do Stocks Win the Tax Loss Harvesting Race? May 24, 2023 The structure of a portfolio plays an important role in the productivity of a tax-loss harvesting algorithm. Settlement Reached in Dispute Over Lisa Marie Presley’s Estate May 23, 2023 Despite the initial drama, issues were resolved quickly and without court involvement. Transferring Business Interests to Optimize Estate Taxes May 10, 2023 Gifting privately held business interests is an effective way to maximize wealth transfer and achieve legacy planning goals. Beyoncé Is Contesting a $2.7M Tax Bill From the IRS May 08, 2023 The star is fighting back against a notice of deficiency. Is Blood Really Thicker Than Water? May 03, 2023 What happens if your client wants to leave assets to friends rather than relatives? Family’s Use of CRATs to Save Taxes Backfires May 03, 2023 Payments from charitable remainder annuity trust-funded contracts taxed as ordinary income. Load More first previous … 10 11 12 13 14 15 16 17 18 next last Load More
Settlement Reached in Dispute Over Lisa Marie Presley’s Estate May 23, 2023 Despite the initial drama, issues were resolved quickly and without court involvement. Transferring Business Interests to Optimize Estate Taxes May 10, 2023 Gifting privately held business interests is an effective way to maximize wealth transfer and achieve legacy planning goals. Beyoncé Is Contesting a $2.7M Tax Bill From the IRS May 08, 2023 The star is fighting back against a notice of deficiency. Is Blood Really Thicker Than Water? May 03, 2023 What happens if your client wants to leave assets to friends rather than relatives? Family’s Use of CRATs to Save Taxes Backfires May 03, 2023 Payments from charitable remainder annuity trust-funded contracts taxed as ordinary income. Load More first previous … 10 11 12 13 14 15 16 17 18 next last Load More
Transferring Business Interests to Optimize Estate Taxes May 10, 2023 Gifting privately held business interests is an effective way to maximize wealth transfer and achieve legacy planning goals. Beyoncé Is Contesting a $2.7M Tax Bill From the IRS May 08, 2023 The star is fighting back against a notice of deficiency. Is Blood Really Thicker Than Water? May 03, 2023 What happens if your client wants to leave assets to friends rather than relatives? Family’s Use of CRATs to Save Taxes Backfires May 03, 2023 Payments from charitable remainder annuity trust-funded contracts taxed as ordinary income. Load More first previous … 10 11 12 13 14 15 16 17 18 next last Load More
Beyoncé Is Contesting a $2.7M Tax Bill From the IRS May 08, 2023 The star is fighting back against a notice of deficiency. Is Blood Really Thicker Than Water? May 03, 2023 What happens if your client wants to leave assets to friends rather than relatives? Family’s Use of CRATs to Save Taxes Backfires May 03, 2023 Payments from charitable remainder annuity trust-funded contracts taxed as ordinary income. Load More first previous … 10 11 12 13 14 15 16 17 18 next last Load More
Is Blood Really Thicker Than Water? May 03, 2023 What happens if your client wants to leave assets to friends rather than relatives? Family’s Use of CRATs to Save Taxes Backfires May 03, 2023 Payments from charitable remainder annuity trust-funded contracts taxed as ordinary income. Load More first previous … 10 11 12 13 14 15 16 17 18 next last Load More
Family’s Use of CRATs to Save Taxes Backfires May 03, 2023 Payments from charitable remainder annuity trust-funded contracts taxed as ordinary income. Load More first previous … 10 11 12 13 14 15 16 17 18 next last Load More