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Tax Law Update: June 2023 May 22, 2023 David A. Handler and Alison E. Lothes highlight the most important tax developments of the past month. On the Cover: June 2023 May 22, 2023 Legal editor Anna Sulkin discusses this month's cover. Note From the Editor: June 2023 May 22, 2023 Editor in Chief Susan R. Lipp discusses this month's issue. Pitfalls and Safe Havens Involved in Common Gift Planning Situations May 18, 2023 Thursday, June 8, 2023 | 2:00 PM ET Personality Traits Aren't the Only Factors That Impact Giving May 17, 2023 There are dozens of other variables. LGBTQ+ Clients Face Unique Challenges May 17, 2023 A recent J.P. Morgan Wealth Management white paper provides tips on how to navigate them. Can the Socratic Method Be Applied to Family Governance? May 17, 2023 The worst part of law school can yield good results in the real world. The Rise of the 'Estate Advisor' May 16, 2023 Vanilla's recently announced, fully integrated Estate Advisory Platform seeks to empower financial advisors to take the lead in the estate planning process. More Nonprofits Are Accepting Digital Assets May 12, 2023 Despite crypto-winter, crypto giving trends may recover. 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. Load More first previous … 47 48 49 50 51 52 53 54 55 … next last Load More
On the Cover: June 2023 May 22, 2023 Legal editor Anna Sulkin discusses this month's cover. Note From the Editor: June 2023 May 22, 2023 Editor in Chief Susan R. Lipp discusses this month's issue. Pitfalls and Safe Havens Involved in Common Gift Planning Situations May 18, 2023 Thursday, June 8, 2023 | 2:00 PM ET Personality Traits Aren't the Only Factors That Impact Giving May 17, 2023 There are dozens of other variables. LGBTQ+ Clients Face Unique Challenges May 17, 2023 A recent J.P. Morgan Wealth Management white paper provides tips on how to navigate them. Can the Socratic Method Be Applied to Family Governance? May 17, 2023 The worst part of law school can yield good results in the real world. The Rise of the 'Estate Advisor' May 16, 2023 Vanilla's recently announced, fully integrated Estate Advisory Platform seeks to empower financial advisors to take the lead in the estate planning process. More Nonprofits Are Accepting Digital Assets May 12, 2023 Despite crypto-winter, crypto giving trends may recover. 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. Load More first previous … 47 48 49 50 51 52 53 54 55 … next last Load More
Note From the Editor: June 2023 May 22, 2023 Editor in Chief Susan R. Lipp discusses this month's issue. Pitfalls and Safe Havens Involved in Common Gift Planning Situations May 18, 2023 Thursday, June 8, 2023 | 2:00 PM ET Personality Traits Aren't the Only Factors That Impact Giving May 17, 2023 There are dozens of other variables. LGBTQ+ Clients Face Unique Challenges May 17, 2023 A recent J.P. Morgan Wealth Management white paper provides tips on how to navigate them. Can the Socratic Method Be Applied to Family Governance? May 17, 2023 The worst part of law school can yield good results in the real world. The Rise of the 'Estate Advisor' May 16, 2023 Vanilla's recently announced, fully integrated Estate Advisory Platform seeks to empower financial advisors to take the lead in the estate planning process. More Nonprofits Are Accepting Digital Assets May 12, 2023 Despite crypto-winter, crypto giving trends may recover. 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. Load More first previous … 47 48 49 50 51 52 53 54 55 … next last Load More
Pitfalls and Safe Havens Involved in Common Gift Planning Situations May 18, 2023 Thursday, June 8, 2023 | 2:00 PM ET Personality Traits Aren't the Only Factors That Impact Giving May 17, 2023 There are dozens of other variables. LGBTQ+ Clients Face Unique Challenges May 17, 2023 A recent J.P. Morgan Wealth Management white paper provides tips on how to navigate them. Can the Socratic Method Be Applied to Family Governance? May 17, 2023 The worst part of law school can yield good results in the real world. The Rise of the 'Estate Advisor' May 16, 2023 Vanilla's recently announced, fully integrated Estate Advisory Platform seeks to empower financial advisors to take the lead in the estate planning process. More Nonprofits Are Accepting Digital Assets May 12, 2023 Despite crypto-winter, crypto giving trends may recover. 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. Load More first previous … 47 48 49 50 51 52 53 54 55 … next last Load More
Personality Traits Aren't the Only Factors That Impact Giving May 17, 2023 There are dozens of other variables. LGBTQ+ Clients Face Unique Challenges May 17, 2023 A recent J.P. Morgan Wealth Management white paper provides tips on how to navigate them. Can the Socratic Method Be Applied to Family Governance? May 17, 2023 The worst part of law school can yield good results in the real world. The Rise of the 'Estate Advisor' May 16, 2023 Vanilla's recently announced, fully integrated Estate Advisory Platform seeks to empower financial advisors to take the lead in the estate planning process. More Nonprofits Are Accepting Digital Assets May 12, 2023 Despite crypto-winter, crypto giving trends may recover. 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. Load More first previous … 47 48 49 50 51 52 53 54 55 … next last Load More
LGBTQ+ Clients Face Unique Challenges May 17, 2023 A recent J.P. Morgan Wealth Management white paper provides tips on how to navigate them. Can the Socratic Method Be Applied to Family Governance? May 17, 2023 The worst part of law school can yield good results in the real world. The Rise of the 'Estate Advisor' May 16, 2023 Vanilla's recently announced, fully integrated Estate Advisory Platform seeks to empower financial advisors to take the lead in the estate planning process. More Nonprofits Are Accepting Digital Assets May 12, 2023 Despite crypto-winter, crypto giving trends may recover. 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. Load More first previous … 47 48 49 50 51 52 53 54 55 … next last Load More
Can the Socratic Method Be Applied to Family Governance? May 17, 2023 The worst part of law school can yield good results in the real world. The Rise of the 'Estate Advisor' May 16, 2023 Vanilla's recently announced, fully integrated Estate Advisory Platform seeks to empower financial advisors to take the lead in the estate planning process. More Nonprofits Are Accepting Digital Assets May 12, 2023 Despite crypto-winter, crypto giving trends may recover. 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. Load More first previous … 47 48 49 50 51 52 53 54 55 … next last Load More
The Rise of the 'Estate Advisor' May 16, 2023 Vanilla's recently announced, fully integrated Estate Advisory Platform seeks to empower financial advisors to take the lead in the estate planning process. More Nonprofits Are Accepting Digital Assets May 12, 2023 Despite crypto-winter, crypto giving trends may recover. 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. Load More first previous … 47 48 49 50 51 52 53 54 55 … next last Load More
More Nonprofits Are Accepting Digital Assets May 12, 2023 Despite crypto-winter, crypto giving trends may recover. 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. Load More first previous … 47 48 49 50 51 52 53 54 55 … 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. Load More first previous … 47 48 49 50 51 52 53 54 55 … next last Load More