Estate Planning

Tools to use when portfolios have taken a hit.

The taxpayer, who was an art expert, didn’t meet substantiation requirements.

And client needs for advice will expand accordingly.

A new report highlights emerging trends in private philanthropy.

Many DAF donors don’t know that some sponsors allow their financial advisors to select and manage the investments in their accounts.

Seventy million baby boomers are preparing to pass an estimated $15 trillion in assets to younger cohorts in the next 10 years.

Which program will benefit your special needs client most?

The IRS collected $18.4 billion in such levies last year, though some experts say the increase was likely a one-year blip.

Should they be per account or per form?

Looking for chemistry in all the right places.