Clients can now make significant charitable gifts using newly available funds from lower transfer taxes and higher exemption amounts

Effective giving requires vision, engagement and perseverance

...

When donating a conservation easement, be prepared to properly substantiate its value

Plan sponsors can now discover whether they are paying too much for their retirement plans. Advisors may have to drop their fees or lose the client.

...

Think twice before becoming your client’s BFF

The accuracy of the valuation is irrelevant—what counts is that the underlying methodology is clear

Broker/dealers have recently taken definitive steps to improve the profit margins of their wealth management units. These include but are not limited to: increasing the costs of distribution for money managers’ products, reducing or eliminatin...

Compassionate Killing: An Inevitable Controversy?