The discourse has to move on from marketing platitudes to practical guidance for policyholders and their advisors.
A recent gift tax case involving the founders of Firehouse Subs illustrates both the benefits and risks involved with this technique.
The long-tenured senator's daughter has filed two separate lawsuits on her behalf.
Private letter ruling examines how to effectively consolidate through a Section 507(b)(2) transfer.
They didn’t meet documentation requirements, and their appraisals contained valuation misstatements.
New York court allows minority owner to obtain information despite attorney-client privilege.
They won’t owe excise tax on required minimum distribution failures from 2021 to 2023.