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The “Use It or Lose It” Increased Gift and Estate Tax Exemption
Dec 05, 2018
Don’t wait until the end of 2025 to take action.
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The Third Installment of the Turner Trilogy
Dec 05, 2018
Tax Court decision highlights the impact of estate tax apportionment.
notebook pen
Fifteen Gifts That Every Planner Wants But Doesn’t Know It
Dec 05, 2018
Our guide to rewarding the hardworking professional this holiday season.
business tree
Stay Together as a Family Enterprise or Separate?
Dec 05, 2018
Figure out if sharing assets still makes sense.
dollars hearts
Affluent Americans Rank Money Higher Than Love When Coupling Up
Dec 04, 2018
When looking for a partner, 56 percent of affluent Americans want someone who provides financial security, versus 44 percent who want to be “head over heels” in love.
finance money
The Benefits of Incomplete Non-Grantor Trusts
Dec 03, 2018
A powerful income tax savING strategy.
Frank Perdue bobblehead
Eight Leadership Lessons From Frank Perdue
Dec 03, 2018
Charisma is one of the most important ingredients of leadership. Luckily, it can be learned.
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The 10 Most and Least Tax-Friendly States for Retirees
Dec 01, 2018
Where retirees live can greatly affect their tax bill.
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Keep Calm and Carry On: Casablanca Movie Poster Outbids Superman, Empire Strikes Back
Nov 30, 2018
Casablanca’s iconic movie poster sold for over $100,000 at a recent auction that included posters for Superman, Empire Strikes Back, Breakfast at Tiffany’s and British WWII propaganda movies.
Floyd Mayweather
Floyd Mayweather, DJ Khaled Settle With SEC for Hyping ICOs
Nov 30, 2018
Floyd Mayweather agreed to pay more than $600,000 to settle with the SEC while DJ Khaled will pay more than $150,000.
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