Fox: Defining a Minimum Standard for Feeling Affluent

Jun 08, 2016

(Bloomberg View) -- People have strong opinions about what constitutes affluence. Last week I ventured that U.S. households with six-figure incomes generally make the cut, given that they make up the top quarter of the income distribution. I...

Beware of Willful Non-Compliance With U.S. Filing and Reporting Requirements

Jun 08, 2016

How to avoid landing in hot water with the IRS

Whistleblower Ties Northern Trust to NHL Fraud Scheme

Jun 07, 2016

Northern Trust bank may have played a role in a real-estate scheme that defrauded several professional hockey players out of roughly $13.5 million...

Massachusetts Moves to Impose Surtax on High-Income Taxpayers

Jun 06, 2016

This step could have planning and national implications

IRS Issues Harsh Ruling Against Surviving Spouse Seeking to Roll Over Part of Son’s Inherited IRA

Jun 06, 2016

Federal tax laws don’t consider community property laws

Four Practical Considerations When Making Charitable Donations

Jun 06, 2016

Discuss these issues with your clients

CRUTS And CRATS—10 Percent Minimum Remainder Interest

Jun 03, 2016

Not to scare you, but . . .

Millionaires Stay Put

Jun 03, 2016

Who'd ever leave? | typhoonski/iStock/Thinkstock Urban legend goes that if municipalities raise taxes on the rich, the rich will just pack up their suitcases full of money and move elsewhere. And that's why they call it an urban legend. A new ...