Charles A. Redd highlights several client intake considerations that should be examined carefully before accepting a new client engagement.
David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month.
Legal editor Anna Sulkin discusses this month's cover.
Editor in Chief Susan R. Lipp discusses this month's issue.
Working from home from an estate planner’s perspective.
Revenue Procedure 2022-3 says IRS won’t grant PLRs on these issues.
And why it’s important for your clients to 'pick two.'
Quick cash-outs can be shortsighted when it comes to wealth planning and legacy building.