High-net-worth women are taking an increasingly active role in household financial planning—and that’s good news for charities...

Court rejects claim that interest on gift tax liability was waived in settlement agreement with IRS

How long taxpayers have to wait before the audit coast is clear is useful for advisors to understand.

Clients are very concerned about the financial ramifications of getting Alzheimer’s—they’re just not doing anything about it. A recent survey performed by WebMD entitled “Insight Into Alzheimer’s Attitudes and Behaviors” polled 4,200 site user...

Not all target-date funds are the same, a point the Department of Labor has made in its most recent guidance to plan fiduciaries. One item the DOL stresses is whether a target date fund’s glide path, or the point at which it reaches its...

The prevalence of offshore asset protection trusts has left many professionals unprepared to manage the IRS reporting requirements for these structures. While properly implemented offshore trusts are tax-neutral, mistakes can lead to enormous...