Seven Tax Considerations for Foreign Professionals

Nov 10, 2021

Even a brief stint in the United States can result in significant tax liability and onerous reporting obligations.

Tax Proposal Slams Small Businesses With Restrictions

Nov 08, 2021

Numerous wealth transfer strategies will be affected by the new proposed tax laws; here’s what business owners can expect.

Celebrity Estates Podcast: Elon Musk's Charitable Limits

Nov 08, 2021

What clients can learn from Musk's story about transferring wealth strategically to take care of family members and the creative use of family foundations to make tax-efficient charitable donations.

How Soon Is Now?: The Unraveling of Deathbed Estate Planning

Nov 05, 2021

A discussion of the details, interpretation and application of deathbed transfers.

How to Help Philanthropically Minded Clients Develop a Charitable Giving Road Map

Nov 05, 2021

The sheer number of nonprofits shouldn’t force clients into a self-imposed game of 'eeny, meeny, miny, moe.'

Estate Planner's Guide to the Latest Version of Build Back Better

Nov 03, 2021

Here are some of the highlights that impact estate and trust planning.

Four Tips for Helping Widows and Widowers Navigate Estate Planning

Nov 02, 2021

Advisors have an important role in helping a client go through a difficult transition.

Planning Today for Possible Dependency Tomorrow

Nov 02, 2021

A hypothetical webinar this boomer would love to attend.

Here Comes Another Billionaire Tax Plan

Nov 01, 2021

Finance Chair Ron Wyden describes the controversial proposal as a “historic opportunity” to “restore fairness in our tax code.”

Have an S Corp From Before 1996? Tax-Free Conversion May Be Possible

Nov 01, 2021

A look at how the Build Back Better Act's key tax provisions affect partners, partnerships and other passthrough entities.