CRS seeks to obtain tax information about individuals and entities in participating jurisdictions

Among the most ubiquitous challenges confronting estate-planning lawyers are those that arise out of joint representations and the obligations of the lawyer to each of the parties represented. Such challenges frequently involve conflicts of...

In recent years, the term “blended gift” has increasingly been used to refer to various ways individuals can make significant charitable gifts. I first used this term at a philanthropic gift planning conference in 1995.1  ...

(Bloomberg) -- American women live longer than men, but they may have a hard time enjoying those few extra years if they don’t start putting aside more money...

Advisors should take a second look to prevent disputes over distributions.

Peter Deutsch hit it big bringing affordable Australian wine to the U.S. Then he poured a fortune into a troubled Chinese stock. And when his brokerage stood in his way, he fought back.

Harris Gignilliat, an advisor with UBS Institutional Consulting, said he has noticed a trend among some plan sponsors: blaming the employee, or even the advisor, for low 401(k) participation rates, even when the sponsor failed to implement...

The new rules for advisors to retirement accounts stretch to over 1,000 pages, but there is still much that is not clear...