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Note From the Editor: December 2022 Nov 23, 2022 Editor in Chief Susan R. Lipp discusses this month's issue. NAEPC Presents Martin M. Shenkman With Hartman Axley Lifetime Service Award Nov 23, 2022 His acceptance speech highlighted the importance of multidisciplinary collaboration and diversity. Six Family Legacy Planning Lessons From NFL Owners Nov 21, 2022 Lessons learned from professional football team owners on business succession. Art and Art Funds as Alternative Investments Nov 16, 2022 The most critical expertise needed is in the areas of taxes, legal title, recognition, liquidity and premiums. Treasury Publishes 2002-2023 Priority Guidance Plan Nov 16, 2022 A review of the topics of interest to estate planners. Massachusetts Voters Approve Millionaires Tax Nov 16, 2022 Imposition of a 4% surtax begins on Jan. 1, 2023. Aaron Carter’s Death Renews Focus on Mismanagement of Funds Nov 15, 2022 Family discord and mental health struggles lead to unfortunate outcome. Stretching Your Clients’ Charitable Dollars Nov 15, 2022 Tools to use when portfolios have taken a hit. Tax Court Denies Charitable Deduction for Donation of Sculpture Nov 09, 2022 The taxpayer, who was an art expert, didn’t meet substantiation requirements. The No-Sunset Life Insurance Paradigm Shift Could be Accelerating Nov 09, 2022 And client needs for advice will expand accordingly. Load More first previous … 76 77 78 79 80 81 82 83 84 … next last Load More
NAEPC Presents Martin M. Shenkman With Hartman Axley Lifetime Service Award Nov 23, 2022 His acceptance speech highlighted the importance of multidisciplinary collaboration and diversity. Six Family Legacy Planning Lessons From NFL Owners Nov 21, 2022 Lessons learned from professional football team owners on business succession. Art and Art Funds as Alternative Investments Nov 16, 2022 The most critical expertise needed is in the areas of taxes, legal title, recognition, liquidity and premiums. Treasury Publishes 2002-2023 Priority Guidance Plan Nov 16, 2022 A review of the topics of interest to estate planners. Massachusetts Voters Approve Millionaires Tax Nov 16, 2022 Imposition of a 4% surtax begins on Jan. 1, 2023. Aaron Carter’s Death Renews Focus on Mismanagement of Funds Nov 15, 2022 Family discord and mental health struggles lead to unfortunate outcome. Stretching Your Clients’ Charitable Dollars Nov 15, 2022 Tools to use when portfolios have taken a hit. Tax Court Denies Charitable Deduction for Donation of Sculpture Nov 09, 2022 The taxpayer, who was an art expert, didn’t meet substantiation requirements. The No-Sunset Life Insurance Paradigm Shift Could be Accelerating Nov 09, 2022 And client needs for advice will expand accordingly. Load More first previous … 76 77 78 79 80 81 82 83 84 … next last Load More
Six Family Legacy Planning Lessons From NFL Owners Nov 21, 2022 Lessons learned from professional football team owners on business succession. Art and Art Funds as Alternative Investments Nov 16, 2022 The most critical expertise needed is in the areas of taxes, legal title, recognition, liquidity and premiums. Treasury Publishes 2002-2023 Priority Guidance Plan Nov 16, 2022 A review of the topics of interest to estate planners. Massachusetts Voters Approve Millionaires Tax Nov 16, 2022 Imposition of a 4% surtax begins on Jan. 1, 2023. Aaron Carter’s Death Renews Focus on Mismanagement of Funds Nov 15, 2022 Family discord and mental health struggles lead to unfortunate outcome. Stretching Your Clients’ Charitable Dollars Nov 15, 2022 Tools to use when portfolios have taken a hit. Tax Court Denies Charitable Deduction for Donation of Sculpture Nov 09, 2022 The taxpayer, who was an art expert, didn’t meet substantiation requirements. The No-Sunset Life Insurance Paradigm Shift Could be Accelerating Nov 09, 2022 And client needs for advice will expand accordingly. Load More first previous … 76 77 78 79 80 81 82 83 84 … next last Load More
Art and Art Funds as Alternative Investments Nov 16, 2022 The most critical expertise needed is in the areas of taxes, legal title, recognition, liquidity and premiums. Treasury Publishes 2002-2023 Priority Guidance Plan Nov 16, 2022 A review of the topics of interest to estate planners. Massachusetts Voters Approve Millionaires Tax Nov 16, 2022 Imposition of a 4% surtax begins on Jan. 1, 2023. Aaron Carter’s Death Renews Focus on Mismanagement of Funds Nov 15, 2022 Family discord and mental health struggles lead to unfortunate outcome. Stretching Your Clients’ Charitable Dollars Nov 15, 2022 Tools to use when portfolios have taken a hit. Tax Court Denies Charitable Deduction for Donation of Sculpture Nov 09, 2022 The taxpayer, who was an art expert, didn’t meet substantiation requirements. The No-Sunset Life Insurance Paradigm Shift Could be Accelerating Nov 09, 2022 And client needs for advice will expand accordingly. Load More first previous … 76 77 78 79 80 81 82 83 84 … next last Load More
Treasury Publishes 2002-2023 Priority Guidance Plan Nov 16, 2022 A review of the topics of interest to estate planners. Massachusetts Voters Approve Millionaires Tax Nov 16, 2022 Imposition of a 4% surtax begins on Jan. 1, 2023. Aaron Carter’s Death Renews Focus on Mismanagement of Funds Nov 15, 2022 Family discord and mental health struggles lead to unfortunate outcome. Stretching Your Clients’ Charitable Dollars Nov 15, 2022 Tools to use when portfolios have taken a hit. Tax Court Denies Charitable Deduction for Donation of Sculpture Nov 09, 2022 The taxpayer, who was an art expert, didn’t meet substantiation requirements. The No-Sunset Life Insurance Paradigm Shift Could be Accelerating Nov 09, 2022 And client needs for advice will expand accordingly. Load More first previous … 76 77 78 79 80 81 82 83 84 … next last Load More
Massachusetts Voters Approve Millionaires Tax Nov 16, 2022 Imposition of a 4% surtax begins on Jan. 1, 2023. Aaron Carter’s Death Renews Focus on Mismanagement of Funds Nov 15, 2022 Family discord and mental health struggles lead to unfortunate outcome. Stretching Your Clients’ Charitable Dollars Nov 15, 2022 Tools to use when portfolios have taken a hit. Tax Court Denies Charitable Deduction for Donation of Sculpture Nov 09, 2022 The taxpayer, who was an art expert, didn’t meet substantiation requirements. The No-Sunset Life Insurance Paradigm Shift Could be Accelerating Nov 09, 2022 And client needs for advice will expand accordingly. Load More first previous … 76 77 78 79 80 81 82 83 84 … next last Load More
Aaron Carter’s Death Renews Focus on Mismanagement of Funds Nov 15, 2022 Family discord and mental health struggles lead to unfortunate outcome. Stretching Your Clients’ Charitable Dollars Nov 15, 2022 Tools to use when portfolios have taken a hit. Tax Court Denies Charitable Deduction for Donation of Sculpture Nov 09, 2022 The taxpayer, who was an art expert, didn’t meet substantiation requirements. The No-Sunset Life Insurance Paradigm Shift Could be Accelerating Nov 09, 2022 And client needs for advice will expand accordingly. Load More first previous … 76 77 78 79 80 81 82 83 84 … next last Load More
Stretching Your Clients’ Charitable Dollars Nov 15, 2022 Tools to use when portfolios have taken a hit. Tax Court Denies Charitable Deduction for Donation of Sculpture Nov 09, 2022 The taxpayer, who was an art expert, didn’t meet substantiation requirements. The No-Sunset Life Insurance Paradigm Shift Could be Accelerating Nov 09, 2022 And client needs for advice will expand accordingly. Load More first previous … 76 77 78 79 80 81 82 83 84 … next last Load More
Tax Court Denies Charitable Deduction for Donation of Sculpture Nov 09, 2022 The taxpayer, who was an art expert, didn’t meet substantiation requirements. The No-Sunset Life Insurance Paradigm Shift Could be Accelerating Nov 09, 2022 And client needs for advice will expand accordingly. Load More first previous … 76 77 78 79 80 81 82 83 84 … next last Load More
The No-Sunset Life Insurance Paradigm Shift Could be Accelerating Nov 09, 2022 And client needs for advice will expand accordingly. Load More first previous … 76 77 78 79 80 81 82 83 84 … next last Load More
