Estate Planning

Integrate your client’s religious concerns into the drafting of many common legal documents

Planning professionals need to master the skill of communicating the tax savings from a planning technique in a manner that a potential client can quickly and easily understand. This is particularly true when dealing with charitable giving...

The candidate borrows a page from Bernie Sanders’ book

(Bloomberg) -- Hillary Clinton wants roughly $550 billion in new taxes and fees over the next decade -- affecting investment partnerships, large estates and banks -- that have received little to no public discussion from her campaign, a...

How hedge fund principals can address year 2017 income tax exposure by planning for tax, wealth transfer and philanthropic goals

Use examples to get the client quickly and easily to understand the concepts involved

Planners must navigate tax and non-tax considerations unique to this market segment

Planning strategies for the charitably inclined

Identify and avoid potential tax traps

DAFs are increasingly the subject of heated debates