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Five issues to keep in mind

The revisions implement two major changes in the law

Taxpayer relied on financial advisor’s advice

What to do when an item has a fair market value, but there’s no easy way to sell it to pay the tax

A mobile solution for financial, retirement and estate planning

In Beckwith v. Dahl, the California Court of Appeal created a new tort to test the conduct of a beneficiary by standards reflecting societal mores

In the early 19th century, the noted French historian and political philosopher, Alexis de Tocqueville, published his classic treatise, “Democracy in America.” In one of the earliest studies of the American experiment in democracy, he marveled at...

This asset class can add expected returns with limited stock market exposure

What’s the role of bonds in a portfolio?