Estate Planning

Doubling the number of auditors requires an adjustment in approach.

Clients often fail to address succession planning in a comprehensive way because they’re wedded to preconceived notions of what should be done.

The upward trend in demand is great news for the field, but lack of supply is a concern.

The growing popularity of sustainable investing poses challenges for fiduciaries in a complex investment environment.

Patriotic millionaires want the wealthy to be taxed more. But there are better ways to give money to the state.

Best practices to avoid estate tax inclusion and unforeseen liabilities

Creating competition while managing expectations and risks.

IRS will issue EO determination letters for switching IRC Section 501(c)(3) category.

Heckerling panel discusses value of policies for income and estate tax purposes.

A good appraisal can be key to a taxpayer’s success against the IRS.