Help clients understand how to best use the deceased spouse’s unused exemption amount

Changes in the 2013 federal tax make these an attractive option for art investors

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Five Common Misconceptions

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How to minimize the “kiddie tax” impact

How to minimize income taxes for estates, trusts and beneficiaries

Fiduciaries administering trusts with a same-sex spouse beneficiary face many challenges

A simple test as useful groundwork for establishing a long-term relationship