Mike Piershale, President, Piershale Financial Group, discusses the first steps financial advisors should take with clients who have just come into a great deal of wealth.
Trusts & Estates held its first annual Advisory Board Member Dinner at Davio's restaurant in New York on Sept. 29, 2014. We had a great turnout and look forward to making next year's event even better.
• Tax Court refuses Internal Revenue Service motions for summary judgment on valuation of 100 percent limited liability company (LLC) interest for income tax charitable deduction—In RERI Holdings I, LLC v. Commissioner, 143 T.C. No. 3...