Cases decided over the past several years have demonstrated that defective trust administration, whether negligent or intentional, can cause a tax disaster even if the underlying trust instrument is technically sound...
• Revenue procedure provides new guidelines on when the IRS may disregard a QTIP election—Fifteen years ago, in Revenue Procedure 2001-38, the Internal Revenue Service established procedures for when it would disregard a qualified...
Meet Katana.
A common refrain about digital advice technology is that while it may be good for small accounts and new investors, it is unable to handle the needs of a high net worth investor. Hedgeable is trying to change that with Tax Samurai...
It’s a day your client hoped would never come. His spouse has died. His world is turned upside down, leaving him vulnerable and bereft. And as he’s dealing with his grief and loss, he will be required to make critical legal and...
