It’s important to understand some of the basic rules and limitations affecting different types of charitable contributions.

Rules also affect charitable deductions under long-standing tax credit programs.

Some ideas for clients to consider as they think about the impact of longevity.

Yet, they still maintain significant asset allocations to real estate.

The deadline for filing is less than a month away and risks abound.

Getting to “yes” when your client’s trusted advisor blindly says “no.”

The capital gains change would slash tax bills for investors when selling assets such as stock or real estate by adjusting the original purchase price for inflation.

Instead of tax simplification, many taxpayers and advisors are faced with tax complication.

Do U.S. courts have jurisdiction to offer trustees guidance?