Estate Planning

CliffsNotes style solutions to some of clients' most taxing problems.

IRS claims that Arthur Cinader's estate understated taxable gifts and overstated debt deductions.

For many successful entrepreneurs, a business represents 80% to 90% of the value of their estate.

The application to open a trust company is the Canadian financial services firm’s latest development in a busy two years after first entering the U.S. RIA space.

A settlement agreement leads to dispute over tax deductions.

What's a practitioner to do when faced with this ethical dilemma?

The agreement reduced a $98.1 million tax assessment to approximately $17 million.

Which tax-free transactions will trigger an estate tax if the taxpayer dies after the higher exemption amount sunsets?

Does transparency help beneficiaries better prepare?

Postmortem publicity rights take center stage in a recent lawsuit over use of a well-endowed local celebrity’s image.