Uncertainty in the laws governing the disposition of a loved one’s remains

A recent private letter ruling provides much needed guidance

Consider the practical and technical issues for different types of asset classes

Violating the rules could result in federal tax penalties

Donating long-term appreciated company shares before a liquidity event may yield significant tax benefits

What’s the best way to buy the gold for clients, and what do they do with it once the purchase is made? Recent trends have given these questions surprising new answers for advisors.

• Tax Court refuses Internal Revenue Service motions for summary judgment on valuation of 100 percent limited liability company (LLC) interest for income tax charitable deduction—In RERI Holdings I, LLC v. Commissioner, 143 T.C. No. 3...

Taxpayers’ position wasn’t credible

Your clients may be unaware of what they’re entitled to