IRS Forms New Office to Resolve Tax Disputes Earlier and More Efficiently

May 01, 2024

The agency hopes to renew interest in alternate dispute resolution options.

U.S. Appeals Court: Today's Loans May Be Tomorrow's Gifts

May 01, 2024

Ninth Circuit affirms holding that a history of lending is not determinative of tax treatment of subsequent intrafamily wealth transfers.

The Life Arc of a Philanthropist

Apr 29, 2024

Seven stages of a life of giving.

IRS Form W-9 Changes and Their Impact on Trusts and Estates

Apr 29, 2024

Refiling may be necessary under certain circumstances.

Billionaire Stephen Ross Believes in South Florida—and Is Spending Big to Transform It

Apr 29, 2024

The Related Cos. founder is following the money flowing south by bringing his influence to everything from real estate to schools and health care.

Celebrity Estates: Steve Lockshin on Len Bias and NIL Deals in Estate Planning

Apr 29, 2024

Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and the foundational estate planning strategies every individual, regardless of fame, should consider.

When Mental Health Issues Lead to Financial Ruin

Apr 25, 2024

How acclaimed journalist Josephine Franklin ended up homeless.

IRS Warns High-Net-Worth Individuals of Elaborate Schemes

Apr 24, 2024

Wealthy taxpayers are prime targets for scammers.

Mastering Succession: Insights from Berkshire Hathaway's Playbook

Apr 22, 2024

Berkshire Hathaway's succession plan is an invaluable case study for businesses of all sizes, exemplifying the importance of forward-thinking leadership and strategic planning.

EQT Hires Peter Aliprantis to Lead Americas Private Wealth Arm

Apr 22, 2024

Aliprantis’s hire is part of a plan by EQT to expand its global private wealth business.