Pick door No. 3.
Private wealth management firms were in high demand in 2015, dominating the financial transaction landscape among asset management firms with a record 59 deals, according to a new report by Sandler O’Neill. The firm attrib...
For the past several years, estate planners have been in a bit of a tizzy. Starting with the gradual increase in the estate and gift tax exemption amounts during the second Bush administration and continuing in more recent years when...
Even without ascertainable beneficiaries in the agreement, this noncharitable purpose vehicle satisfied the definition in Treasury Regulations Section 301.7701-4