Subscribe to Trusts & Estates Premium Content Today The pre-eminent, peer review journal and website for wealth management professionals. Learn More
Tax Law Update: March 2021 Feb 25, 2021 David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. On the Cover: March 2021 Feb 25, 2021 Legal editor Anna Sulkin discusses this month's cover. Note From the Editor: March 2021 Feb 25, 2021 Editor in Chief Susan R. Lipp discusses this month's issue. Potbellied Pig Rescue and Hate Groups Feb 24, 2021 It's time to reexamine whether certain charities are actually aiding the 'public good.' Five Questions for Clients Growing Their Private Foundations Feb 23, 2021 A windfall in funding provides the opportunity to deepen and expand your clients’ philanthropic agendas. Congress Expands Subpoena Power Over Non-U.S. Financial Institutions Feb 23, 2021 Offshore financial institutions now have greater exposure to potential U.S. investigations. Celebrity Estates: Chuck Berry, Tax Evasion and the Power of Advisory Teams Feb 22, 2021 Chuck Berry amassed a sizable estate upon his death in 2017 at the age of 90, despite his conviction for tax evasion in 1979. Could a Change to the Gift and Estate Tax Exclusion Be Retroactive? Feb 17, 2021 A potential shift in the credit amount could lead to unwelcome surprises. Two States Enact Grantor Trust Reimbursement Statutes Feb 17, 2021 Connecticut and Florida join Delaware, New Hampshire and New York to offer trustors a way out. IRS Issues New Scam Alert to Tax Professionals Feb 16, 2021 Beware of requests to verify your EFIN. Load More first previous … 142 143 144 145 146 147 148 149 150 … next last Load More
On the Cover: March 2021 Feb 25, 2021 Legal editor Anna Sulkin discusses this month's cover. Note From the Editor: March 2021 Feb 25, 2021 Editor in Chief Susan R. Lipp discusses this month's issue. Potbellied Pig Rescue and Hate Groups Feb 24, 2021 It's time to reexamine whether certain charities are actually aiding the 'public good.' Five Questions for Clients Growing Their Private Foundations Feb 23, 2021 A windfall in funding provides the opportunity to deepen and expand your clients’ philanthropic agendas. Congress Expands Subpoena Power Over Non-U.S. Financial Institutions Feb 23, 2021 Offshore financial institutions now have greater exposure to potential U.S. investigations. Celebrity Estates: Chuck Berry, Tax Evasion and the Power of Advisory Teams Feb 22, 2021 Chuck Berry amassed a sizable estate upon his death in 2017 at the age of 90, despite his conviction for tax evasion in 1979. Could a Change to the Gift and Estate Tax Exclusion Be Retroactive? Feb 17, 2021 A potential shift in the credit amount could lead to unwelcome surprises. Two States Enact Grantor Trust Reimbursement Statutes Feb 17, 2021 Connecticut and Florida join Delaware, New Hampshire and New York to offer trustors a way out. IRS Issues New Scam Alert to Tax Professionals Feb 16, 2021 Beware of requests to verify your EFIN. Load More first previous … 142 143 144 145 146 147 148 149 150 … next last Load More
Note From the Editor: March 2021 Feb 25, 2021 Editor in Chief Susan R. Lipp discusses this month's issue. Potbellied Pig Rescue and Hate Groups Feb 24, 2021 It's time to reexamine whether certain charities are actually aiding the 'public good.' Five Questions for Clients Growing Their Private Foundations Feb 23, 2021 A windfall in funding provides the opportunity to deepen and expand your clients’ philanthropic agendas. Congress Expands Subpoena Power Over Non-U.S. Financial Institutions Feb 23, 2021 Offshore financial institutions now have greater exposure to potential U.S. investigations. Celebrity Estates: Chuck Berry, Tax Evasion and the Power of Advisory Teams Feb 22, 2021 Chuck Berry amassed a sizable estate upon his death in 2017 at the age of 90, despite his conviction for tax evasion in 1979. Could a Change to the Gift and Estate Tax Exclusion Be Retroactive? Feb 17, 2021 A potential shift in the credit amount could lead to unwelcome surprises. Two States Enact Grantor Trust Reimbursement Statutes Feb 17, 2021 Connecticut and Florida join Delaware, New Hampshire and New York to offer trustors a way out. IRS Issues New Scam Alert to Tax Professionals Feb 16, 2021 Beware of requests to verify your EFIN. Load More first previous … 142 143 144 145 146 147 148 149 150 … next last Load More
Potbellied Pig Rescue and Hate Groups Feb 24, 2021 It's time to reexamine whether certain charities are actually aiding the 'public good.' Five Questions for Clients Growing Their Private Foundations Feb 23, 2021 A windfall in funding provides the opportunity to deepen and expand your clients’ philanthropic agendas. Congress Expands Subpoena Power Over Non-U.S. Financial Institutions Feb 23, 2021 Offshore financial institutions now have greater exposure to potential U.S. investigations. Celebrity Estates: Chuck Berry, Tax Evasion and the Power of Advisory Teams Feb 22, 2021 Chuck Berry amassed a sizable estate upon his death in 2017 at the age of 90, despite his conviction for tax evasion in 1979. Could a Change to the Gift and Estate Tax Exclusion Be Retroactive? Feb 17, 2021 A potential shift in the credit amount could lead to unwelcome surprises. Two States Enact Grantor Trust Reimbursement Statutes Feb 17, 2021 Connecticut and Florida join Delaware, New Hampshire and New York to offer trustors a way out. IRS Issues New Scam Alert to Tax Professionals Feb 16, 2021 Beware of requests to verify your EFIN. Load More first previous … 142 143 144 145 146 147 148 149 150 … next last Load More
Five Questions for Clients Growing Their Private Foundations Feb 23, 2021 A windfall in funding provides the opportunity to deepen and expand your clients’ philanthropic agendas. Congress Expands Subpoena Power Over Non-U.S. Financial Institutions Feb 23, 2021 Offshore financial institutions now have greater exposure to potential U.S. investigations. Celebrity Estates: Chuck Berry, Tax Evasion and the Power of Advisory Teams Feb 22, 2021 Chuck Berry amassed a sizable estate upon his death in 2017 at the age of 90, despite his conviction for tax evasion in 1979. Could a Change to the Gift and Estate Tax Exclusion Be Retroactive? Feb 17, 2021 A potential shift in the credit amount could lead to unwelcome surprises. Two States Enact Grantor Trust Reimbursement Statutes Feb 17, 2021 Connecticut and Florida join Delaware, New Hampshire and New York to offer trustors a way out. IRS Issues New Scam Alert to Tax Professionals Feb 16, 2021 Beware of requests to verify your EFIN. Load More first previous … 142 143 144 145 146 147 148 149 150 … next last Load More
Congress Expands Subpoena Power Over Non-U.S. Financial Institutions Feb 23, 2021 Offshore financial institutions now have greater exposure to potential U.S. investigations. Celebrity Estates: Chuck Berry, Tax Evasion and the Power of Advisory Teams Feb 22, 2021 Chuck Berry amassed a sizable estate upon his death in 2017 at the age of 90, despite his conviction for tax evasion in 1979. Could a Change to the Gift and Estate Tax Exclusion Be Retroactive? Feb 17, 2021 A potential shift in the credit amount could lead to unwelcome surprises. Two States Enact Grantor Trust Reimbursement Statutes Feb 17, 2021 Connecticut and Florida join Delaware, New Hampshire and New York to offer trustors a way out. IRS Issues New Scam Alert to Tax Professionals Feb 16, 2021 Beware of requests to verify your EFIN. Load More first previous … 142 143 144 145 146 147 148 149 150 … next last Load More
Celebrity Estates: Chuck Berry, Tax Evasion and the Power of Advisory Teams Feb 22, 2021 Chuck Berry amassed a sizable estate upon his death in 2017 at the age of 90, despite his conviction for tax evasion in 1979. Could a Change to the Gift and Estate Tax Exclusion Be Retroactive? Feb 17, 2021 A potential shift in the credit amount could lead to unwelcome surprises. Two States Enact Grantor Trust Reimbursement Statutes Feb 17, 2021 Connecticut and Florida join Delaware, New Hampshire and New York to offer trustors a way out. IRS Issues New Scam Alert to Tax Professionals Feb 16, 2021 Beware of requests to verify your EFIN. Load More first previous … 142 143 144 145 146 147 148 149 150 … next last Load More
Could a Change to the Gift and Estate Tax Exclusion Be Retroactive? Feb 17, 2021 A potential shift in the credit amount could lead to unwelcome surprises. Two States Enact Grantor Trust Reimbursement Statutes Feb 17, 2021 Connecticut and Florida join Delaware, New Hampshire and New York to offer trustors a way out. IRS Issues New Scam Alert to Tax Professionals Feb 16, 2021 Beware of requests to verify your EFIN. Load More first previous … 142 143 144 145 146 147 148 149 150 … next last Load More
Two States Enact Grantor Trust Reimbursement Statutes Feb 17, 2021 Connecticut and Florida join Delaware, New Hampshire and New York to offer trustors a way out. IRS Issues New Scam Alert to Tax Professionals Feb 16, 2021 Beware of requests to verify your EFIN. Load More first previous … 142 143 144 145 146 147 148 149 150 … next last Load More
IRS Issues New Scam Alert to Tax Professionals Feb 16, 2021 Beware of requests to verify your EFIN. Load More first previous … 142 143 144 145 146 147 148 149 150 … next last Load More
