The most critical expertise needed is in the areas of taxes, legal title, recognition, liquidity and premiums.
A review of the topics of interest to estate planners.
Imposition of a 4% surtax begins on Jan. 1, 2023.
Family discord and mental health struggles lead to unfortunate outcome.
Tools to use when portfolios have taken a hit.
The taxpayer, who was an art expert, didn’t meet substantiation requirements.
And client needs for advice will expand accordingly.
A new report highlights emerging trends in private philanthropy.
