Cases decided over the past several years have demonstrated that defective trust administration, whether negligent or intentional, can cause a tax disaster even if the underlying trust instrument is technically sound...
• Revenue procedure provides new guidelines on when the IRS may disregard a QTIP election—Fifteen years ago, in Revenue Procedure 2001-38, the Internal Revenue Service established procedures for when it would disregard a qualified...
(Bloomberg) -- Earlier this year, Mr. and Mrs. Cai, a couple from Shanghai, decided to end their marriage. The rationale wasn’t irreconcilable differences; rather, it was a property market bubble. The pair, who operate a clothing shop...
The last few years have seen innovation, new tools and more resources than ever devoted to making a difference in our communities and beyond. Here are some of the most important and exciting trends...
The clock's ticking.
AssetMark launched a new assessment tool on Tuesday that it says will provide advisors with a comprehensive look at how prepared their firm is to comply with the Department of Labor’s pending fiduciary rule. The tool is co...
