Dec 06, 2016

UHNW families may benefit from a greater understanding of a recently available opportunity to create more for family and charity.

Taxpayer Was Entitled to Challenge Valuation Report

Dec 06, 2016

First Circuit sends Cavallaro case back to the Tax Court

Six Tips For Depression Era Trusts' Judgment Day

Dec 02, 2016

Consider six issues to help families prepare for termination

Wealthy Seen Snaring a $21 Billion Gift With Trump Tax Overhaul

Nov 30, 2016

With Republicans in power, Congress will be looking to repeal or reform the federal estate and gift taxes.

Understanding the Risks and Responsibilities of Serving as Trustee

Nov 21, 2016

Best practices to minimize liability

Remind Clients of Importance of Updating Estate Plans

Nov 21, 2016

Recent developments trigger need for review.

Trumpeting 10 Year-End Tax Strategies Before They Evaporate

Nov 18, 2016

In light of Donald Trump’s election and his pre-election platform to reduce marginal income tax rates, there are several planning strategies that should be considered as part of your client’s year-end planning. John O. McManus...

Financial Planning for Veteran Clients

Nov 17, 2016

Handling the many different aspects of a military member's financial plan requires a unique approach and execution.

Tax Reform Is On: Big Time

Nov 16, 2016

What to expect in the coming months

The Future Of Estate Planning And Potential Repeal Under President Trump

Nov 16, 2016

Many popular estate planning strategies will remain in place -- for now.