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