Estate Planning

Right after the passage of the 2017 Tax Cuts and Jobs Act, most RIAs said the changes would benefit their clients. In the final days of tax season, fewer are saying the same thing, according to a recent survey.

Form 990-PF is a potential minefield.

The Tenth Circuit finds the government’s transferee liability claims were timely.

Four examples explaining the interplay between the Tax Benefit Rule and SALT deduction limitations.

Court okays the controversial C to S method. A big win for taxpayers.

It's an important distinction for wealth advisors to be able to make. Here's why.

Further increasing the burden imposed on non-U.S. taxpayers.

Attempts to reduce regulatory burden have had only modest effect.

With social security planning increasingly accepted as a necessity, Medicare is the logical next step for advisors.