The past collides with the present for same-sex couples

It may work for sales and use taxes, but income and estate taxes are another issue

For advisors, having conversations with clients around wealth planning and family engagement is more than a way to retain them long-term; it can be a good growth strategy. ...

After scrivener’s errors are fixed, transfers of assets constitute completed gifts for federal gift tax purposes and won’t be a part of a grantor’s assets 

IRS releases estate asset allocation data for 2014

Bubble beware. | Copyright Cate Gillon, Getty Images Housing markets in most cities are overvalued, according to UBS Wealth Management’s Global Real Estate Bubble Index that launched Thursday. The firm, which looked at 15 cities globally...

A transfer of shares to a closely held corporation as part of a settlement agreement was made in the ordinary course of business and for full and adequate consideration