Estate Planning

Avoiding excise taxes before it’s too late.

How IRC Section 501(c)(4) organizations can help clients meet their goals.

It’s not enough to show that it isn’t held as an investment or to produce income.

The Giving USA Report provides insights to help meet our clients’ situations and goals

Issues on the radar include disaster relief, DAFs and crypto philanthropy.

Adhere to state and federal laws when operating a CGA program.

Martin M. Shenkman and Joy Matak share how you can help a family navigate the host of tax decisions to be made after the death of a loved one.

Charles A. Redd discusses options to handle a trustee’s deficiencies.

Legal editor Anna Sulkin discusses this month's cover.

David A. Handler and Alison E. Lothes highlight the most important tax developments of the past month.