Estate Planning

Stick with the basics when preparing for the high exemption sunset.

An often-overlooked tactic in estate planning.

Taxpayer didn’t disclose the existence of foreign accounts to his advisor.

No penalties or additional tax imposed.

A bold attempt to tackle the housing crisis and address economic disparities through a combination of housing initiatives and tax reforms

The agency doesn’t have the authority to fully forgive fines and interest.

The finalization of the actress’ divorce gave her control over her estate plan.

Two peas in a pod that are becoming inextricably tied.

The power of estate planning, GRATs and technology.

The Shining actress appears to have died intestate.