U.S. tax considerations associated with obtaining a green card

Five steps to make sure all the parties are educated, engaged and held accountable

The duties of the retiree and the new fiduciary

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How it might have grown to $100 million without any gift tax

The “mother of all lame duck sessions” will bring volatility to the markets, opportunity for advisors.

The Tax Foundation, founded in 1937, is a non-partisan think tank. Its mission, though, is obviously anti-Washington because its agenda is to educate Americans about our Byzantine tax system and advocates a simpler, fairer tax code. Today, the...

The new “goal standard” of estate planning

A round-up of significant court rulings