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Note From the Editor: September 2024 Aug 23, 2024 Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue. Don’t Be Tempted By Pop-Up Estate Planning Schemes Aug 22, 2024 Stick with the basics when preparing for the high exemption sunset. Allocating Retirement Assets to Philanthropy Aug 21, 2024 An often-overlooked tactic in estate planning. Federal Court Upholds $3 Million Penalty for Failing to File FBAR Aug 21, 2024 Taxpayer didn’t disclose the existence of foreign accounts to his advisor. IRS Approves Early Termination of Charitable Lead Annuity Trust Aug 21, 2024 No penalties or additional tax imposed. The American Housing and Economic Mobility Act of 2024 Explained Aug 20, 2024 A bold attempt to tackle the housing crisis and address economic disparities through a combination of housing initiatives and tax reforms Wrongfully Detained Americans Welcomed Back with IRS Penalties Aug 14, 2024 The agency doesn’t have the authority to fully forgive fines and interest. Shannen Doherty’s Estate: When Timing is Everything Aug 13, 2024 The finalization of the actress’ divorce gave her control over her estate plan. The Close Relationship Between Financial Planning and Estate Planning Aug 12, 2024 Two peas in a pod that are becoming inextricably tied. Securing Legacies During Market Turbulence Aug 08, 2024 The power of estate planning, GRATs and technology. Load More first previous … 7 8 9 10 11 12 13 14 15 … next last Load More
Don’t Be Tempted By Pop-Up Estate Planning Schemes Aug 22, 2024 Stick with the basics when preparing for the high exemption sunset. Allocating Retirement Assets to Philanthropy Aug 21, 2024 An often-overlooked tactic in estate planning. Federal Court Upholds $3 Million Penalty for Failing to File FBAR Aug 21, 2024 Taxpayer didn’t disclose the existence of foreign accounts to his advisor. IRS Approves Early Termination of Charitable Lead Annuity Trust Aug 21, 2024 No penalties or additional tax imposed. The American Housing and Economic Mobility Act of 2024 Explained Aug 20, 2024 A bold attempt to tackle the housing crisis and address economic disparities through a combination of housing initiatives and tax reforms Wrongfully Detained Americans Welcomed Back with IRS Penalties Aug 14, 2024 The agency doesn’t have the authority to fully forgive fines and interest. Shannen Doherty’s Estate: When Timing is Everything Aug 13, 2024 The finalization of the actress’ divorce gave her control over her estate plan. The Close Relationship Between Financial Planning and Estate Planning Aug 12, 2024 Two peas in a pod that are becoming inextricably tied. Securing Legacies During Market Turbulence Aug 08, 2024 The power of estate planning, GRATs and technology. Load More first previous … 7 8 9 10 11 12 13 14 15 … next last Load More
Allocating Retirement Assets to Philanthropy Aug 21, 2024 An often-overlooked tactic in estate planning. Federal Court Upholds $3 Million Penalty for Failing to File FBAR Aug 21, 2024 Taxpayer didn’t disclose the existence of foreign accounts to his advisor. IRS Approves Early Termination of Charitable Lead Annuity Trust Aug 21, 2024 No penalties or additional tax imposed. The American Housing and Economic Mobility Act of 2024 Explained Aug 20, 2024 A bold attempt to tackle the housing crisis and address economic disparities through a combination of housing initiatives and tax reforms Wrongfully Detained Americans Welcomed Back with IRS Penalties Aug 14, 2024 The agency doesn’t have the authority to fully forgive fines and interest. Shannen Doherty’s Estate: When Timing is Everything Aug 13, 2024 The finalization of the actress’ divorce gave her control over her estate plan. The Close Relationship Between Financial Planning and Estate Planning Aug 12, 2024 Two peas in a pod that are becoming inextricably tied. Securing Legacies During Market Turbulence Aug 08, 2024 The power of estate planning, GRATs and technology. Load More first previous … 7 8 9 10 11 12 13 14 15 … next last Load More
Federal Court Upholds $3 Million Penalty for Failing to File FBAR Aug 21, 2024 Taxpayer didn’t disclose the existence of foreign accounts to his advisor. IRS Approves Early Termination of Charitable Lead Annuity Trust Aug 21, 2024 No penalties or additional tax imposed. The American Housing and Economic Mobility Act of 2024 Explained Aug 20, 2024 A bold attempt to tackle the housing crisis and address economic disparities through a combination of housing initiatives and tax reforms Wrongfully Detained Americans Welcomed Back with IRS Penalties Aug 14, 2024 The agency doesn’t have the authority to fully forgive fines and interest. Shannen Doherty’s Estate: When Timing is Everything Aug 13, 2024 The finalization of the actress’ divorce gave her control over her estate plan. The Close Relationship Between Financial Planning and Estate Planning Aug 12, 2024 Two peas in a pod that are becoming inextricably tied. Securing Legacies During Market Turbulence Aug 08, 2024 The power of estate planning, GRATs and technology. Load More first previous … 7 8 9 10 11 12 13 14 15 … next last Load More
IRS Approves Early Termination of Charitable Lead Annuity Trust Aug 21, 2024 No penalties or additional tax imposed. The American Housing and Economic Mobility Act of 2024 Explained Aug 20, 2024 A bold attempt to tackle the housing crisis and address economic disparities through a combination of housing initiatives and tax reforms Wrongfully Detained Americans Welcomed Back with IRS Penalties Aug 14, 2024 The agency doesn’t have the authority to fully forgive fines and interest. Shannen Doherty’s Estate: When Timing is Everything Aug 13, 2024 The finalization of the actress’ divorce gave her control over her estate plan. The Close Relationship Between Financial Planning and Estate Planning Aug 12, 2024 Two peas in a pod that are becoming inextricably tied. Securing Legacies During Market Turbulence Aug 08, 2024 The power of estate planning, GRATs and technology. Load More first previous … 7 8 9 10 11 12 13 14 15 … next last Load More
The American Housing and Economic Mobility Act of 2024 Explained Aug 20, 2024 A bold attempt to tackle the housing crisis and address economic disparities through a combination of housing initiatives and tax reforms Wrongfully Detained Americans Welcomed Back with IRS Penalties Aug 14, 2024 The agency doesn’t have the authority to fully forgive fines and interest. Shannen Doherty’s Estate: When Timing is Everything Aug 13, 2024 The finalization of the actress’ divorce gave her control over her estate plan. The Close Relationship Between Financial Planning and Estate Planning Aug 12, 2024 Two peas in a pod that are becoming inextricably tied. Securing Legacies During Market Turbulence Aug 08, 2024 The power of estate planning, GRATs and technology. Load More first previous … 7 8 9 10 11 12 13 14 15 … next last Load More
Wrongfully Detained Americans Welcomed Back with IRS Penalties Aug 14, 2024 The agency doesn’t have the authority to fully forgive fines and interest. Shannen Doherty’s Estate: When Timing is Everything Aug 13, 2024 The finalization of the actress’ divorce gave her control over her estate plan. The Close Relationship Between Financial Planning and Estate Planning Aug 12, 2024 Two peas in a pod that are becoming inextricably tied. Securing Legacies During Market Turbulence Aug 08, 2024 The power of estate planning, GRATs and technology. Load More first previous … 7 8 9 10 11 12 13 14 15 … next last Load More
Shannen Doherty’s Estate: When Timing is Everything Aug 13, 2024 The finalization of the actress’ divorce gave her control over her estate plan. The Close Relationship Between Financial Planning and Estate Planning Aug 12, 2024 Two peas in a pod that are becoming inextricably tied. Securing Legacies During Market Turbulence Aug 08, 2024 The power of estate planning, GRATs and technology. Load More first previous … 7 8 9 10 11 12 13 14 15 … next last Load More
The Close Relationship Between Financial Planning and Estate Planning Aug 12, 2024 Two peas in a pod that are becoming inextricably tied. Securing Legacies During Market Turbulence Aug 08, 2024 The power of estate planning, GRATs and technology. Load More first previous … 7 8 9 10 11 12 13 14 15 … next last Load More
Securing Legacies During Market Turbulence Aug 08, 2024 The power of estate planning, GRATs and technology. Load More first previous … 7 8 9 10 11 12 13 14 15 … next last Load More