IRS Issues New Notice on Inherited IRAs

Apr 18, 2024

It waives excise tax for failure to take RMDS for 2024 for certain accounts

PLR Determines Tax Consequences of Corporate Transaction

Apr 17, 2024

Indirect transfers weren’t gifts because they were made in the ordinary course of business.

Can O.J. Simpson’s Executor Stiff-Arm the Goldman Family?

Apr 15, 2024

Or will the family be able to squeeze the over $33 million they’re owed in civil judgments out of The Juice’s estate?

The Danger of Declining Estate Planning

Mar 18, 2024

It's far more than a legal formality.

Perfect Storm of Estate Planning Challenges

Mar 13, 2024

Will you be there to help?

Two Reasons Why It's a Critical Time to Discuss Charitable Planning

Mar 13, 2024

And the four client types that stand to benefit most.

Federal Court Rules Corporate Transparency Act Unconstitutional

Mar 05, 2024

But for now, the law remains in effect for everyone except the plaintiffs in this case.

Avoiding 'Antiques Road Show'

Feb 29, 2024

Educate children to be proper stewards of the unique assets they will inherit.

Celebrity Estates Replay: King Charles and How International Heirs Impact Estate Planning

Feb 26, 2024

With the news of King Charles' cancer diagnosis, we re-present this episode exploring how estate plans work when there are international heirs involved.

Pragmatic Approaches to the Corporate Transparency Act

Feb 21, 2024

You can't ignore the CTA.