The understanding of philanthropic best practices has evolved.

Claim repeal is necessary for the state’s economy to recover from the COVID-19 pandemic.

IRS will push to ensure compliance by large corporations and the wealthy.

An overview of potential changes and tax planning actions for clients to consider.

Many policyowners and advisors ignore cost basis to their own detriment.

Survey shows that high-net-worth clients around the world share the same concerns.

House Speaker Nancy Pelosi signals her support.

Here are some simple answers to the questions clients are most likely to ask.

When it comes to determining the charitable deduction for real estate donated to charity, the crucial issue is the value of what the charity received, not the value of what the donor gives away.