Subscribe to Trusts & Estates Premium Content Today The pre-eminent, peer review journal and website for wealth management professionals. Learn More
Tax Court Rejects IRS’ Argument to Apply Step Transaction Doctrine Oct 30, 2024 Proceeds of $19.5 million from life insurance trusts weren’t included in the taxpayer’s estate. IRS Issues Final Regs on Withholding Certain IRA Distributions Oct 30, 2024 The provisions apply to IRA recipients outside the United States. IRS Urges Taxpayers to Take Extra Step to Safeguard Their Identity Oct 30, 2024 The agency is promoting its security PIN tool ahead of tax season. FreeWill Launches Estate Planning Platform Estately Oct 29, 2024 Mercer Advisors collaborated on the design for 18 months as an anchor customer; 60+ firms have since been added during the beta period. Sponsored Content For Madame or Mister President, Taxes Are High on ’25 Agenda Oct 29, 2024 What the end of the Tax Cuts and Jobs Act of 2017 could mean for you. The Role of the Generational Divide in Charitable Giving Oct 23, 2024 A recent study identifies gender and age as significant influencers in philanthropy. Charitable Remainder Trusts: A Retrospective with an Eye to the Future Oct 23, 2024 How a versatile planning tool can benefit clients and advisors alike. IRS Releases 2025 Inflation and Other Adjustments Oct 22, 2024 Revenue Procedure 2024-40 reveals what’s new for the 2025 tax year. Managing Domesticated Former Foreign Trusts Oct 21, 2024 Strategies to mitigate accumulation distributions of UNI. Shifting Currents in FBAR Penalties Oct 21, 2024 A review of recent decisions. Load More first previous … 2 3 4 5 6 7 8 9 10 … next last Load More
IRS Issues Final Regs on Withholding Certain IRA Distributions Oct 30, 2024 The provisions apply to IRA recipients outside the United States. IRS Urges Taxpayers to Take Extra Step to Safeguard Their Identity Oct 30, 2024 The agency is promoting its security PIN tool ahead of tax season. FreeWill Launches Estate Planning Platform Estately Oct 29, 2024 Mercer Advisors collaborated on the design for 18 months as an anchor customer; 60+ firms have since been added during the beta period. Sponsored Content For Madame or Mister President, Taxes Are High on ’25 Agenda Oct 29, 2024 What the end of the Tax Cuts and Jobs Act of 2017 could mean for you. The Role of the Generational Divide in Charitable Giving Oct 23, 2024 A recent study identifies gender and age as significant influencers in philanthropy. Charitable Remainder Trusts: A Retrospective with an Eye to the Future Oct 23, 2024 How a versatile planning tool can benefit clients and advisors alike. IRS Releases 2025 Inflation and Other Adjustments Oct 22, 2024 Revenue Procedure 2024-40 reveals what’s new for the 2025 tax year. Managing Domesticated Former Foreign Trusts Oct 21, 2024 Strategies to mitigate accumulation distributions of UNI. Shifting Currents in FBAR Penalties Oct 21, 2024 A review of recent decisions. Load More first previous … 2 3 4 5 6 7 8 9 10 … next last Load More
IRS Urges Taxpayers to Take Extra Step to Safeguard Their Identity Oct 30, 2024 The agency is promoting its security PIN tool ahead of tax season. FreeWill Launches Estate Planning Platform Estately Oct 29, 2024 Mercer Advisors collaborated on the design for 18 months as an anchor customer; 60+ firms have since been added during the beta period. Sponsored Content For Madame or Mister President, Taxes Are High on ’25 Agenda Oct 29, 2024 What the end of the Tax Cuts and Jobs Act of 2017 could mean for you. The Role of the Generational Divide in Charitable Giving Oct 23, 2024 A recent study identifies gender and age as significant influencers in philanthropy. Charitable Remainder Trusts: A Retrospective with an Eye to the Future Oct 23, 2024 How a versatile planning tool can benefit clients and advisors alike. IRS Releases 2025 Inflation and Other Adjustments Oct 22, 2024 Revenue Procedure 2024-40 reveals what’s new for the 2025 tax year. Managing Domesticated Former Foreign Trusts Oct 21, 2024 Strategies to mitigate accumulation distributions of UNI. Shifting Currents in FBAR Penalties Oct 21, 2024 A review of recent decisions. Load More first previous … 2 3 4 5 6 7 8 9 10 … next last Load More
FreeWill Launches Estate Planning Platform Estately Oct 29, 2024 Mercer Advisors collaborated on the design for 18 months as an anchor customer; 60+ firms have since been added during the beta period. Sponsored Content For Madame or Mister President, Taxes Are High on ’25 Agenda Oct 29, 2024 What the end of the Tax Cuts and Jobs Act of 2017 could mean for you. The Role of the Generational Divide in Charitable Giving Oct 23, 2024 A recent study identifies gender and age as significant influencers in philanthropy. Charitable Remainder Trusts: A Retrospective with an Eye to the Future Oct 23, 2024 How a versatile planning tool can benefit clients and advisors alike. IRS Releases 2025 Inflation and Other Adjustments Oct 22, 2024 Revenue Procedure 2024-40 reveals what’s new for the 2025 tax year. Managing Domesticated Former Foreign Trusts Oct 21, 2024 Strategies to mitigate accumulation distributions of UNI. Shifting Currents in FBAR Penalties Oct 21, 2024 A review of recent decisions. Load More first previous … 2 3 4 5 6 7 8 9 10 … next last Load More
Sponsored Content For Madame or Mister President, Taxes Are High on ’25 Agenda Oct 29, 2024 What the end of the Tax Cuts and Jobs Act of 2017 could mean for you. The Role of the Generational Divide in Charitable Giving Oct 23, 2024 A recent study identifies gender and age as significant influencers in philanthropy. Charitable Remainder Trusts: A Retrospective with an Eye to the Future Oct 23, 2024 How a versatile planning tool can benefit clients and advisors alike. IRS Releases 2025 Inflation and Other Adjustments Oct 22, 2024 Revenue Procedure 2024-40 reveals what’s new for the 2025 tax year. Managing Domesticated Former Foreign Trusts Oct 21, 2024 Strategies to mitigate accumulation distributions of UNI. Shifting Currents in FBAR Penalties Oct 21, 2024 A review of recent decisions. Load More first previous … 2 3 4 5 6 7 8 9 10 … next last Load More
The Role of the Generational Divide in Charitable Giving Oct 23, 2024 A recent study identifies gender and age as significant influencers in philanthropy. Charitable Remainder Trusts: A Retrospective with an Eye to the Future Oct 23, 2024 How a versatile planning tool can benefit clients and advisors alike. IRS Releases 2025 Inflation and Other Adjustments Oct 22, 2024 Revenue Procedure 2024-40 reveals what’s new for the 2025 tax year. Managing Domesticated Former Foreign Trusts Oct 21, 2024 Strategies to mitigate accumulation distributions of UNI. Shifting Currents in FBAR Penalties Oct 21, 2024 A review of recent decisions. Load More first previous … 2 3 4 5 6 7 8 9 10 … next last Load More
Charitable Remainder Trusts: A Retrospective with an Eye to the Future Oct 23, 2024 How a versatile planning tool can benefit clients and advisors alike. IRS Releases 2025 Inflation and Other Adjustments Oct 22, 2024 Revenue Procedure 2024-40 reveals what’s new for the 2025 tax year. Managing Domesticated Former Foreign Trusts Oct 21, 2024 Strategies to mitigate accumulation distributions of UNI. Shifting Currents in FBAR Penalties Oct 21, 2024 A review of recent decisions. Load More first previous … 2 3 4 5 6 7 8 9 10 … next last Load More
IRS Releases 2025 Inflation and Other Adjustments Oct 22, 2024 Revenue Procedure 2024-40 reveals what’s new for the 2025 tax year. Managing Domesticated Former Foreign Trusts Oct 21, 2024 Strategies to mitigate accumulation distributions of UNI. Shifting Currents in FBAR Penalties Oct 21, 2024 A review of recent decisions. Load More first previous … 2 3 4 5 6 7 8 9 10 … next last Load More
Managing Domesticated Former Foreign Trusts Oct 21, 2024 Strategies to mitigate accumulation distributions of UNI. Shifting Currents in FBAR Penalties Oct 21, 2024 A review of recent decisions. Load More first previous … 2 3 4 5 6 7 8 9 10 … next last Load More
Shifting Currents in FBAR Penalties Oct 21, 2024 A review of recent decisions. Load More first previous … 2 3 4 5 6 7 8 9 10 … next last Load More
