Taxpayers may treat qualified charitable distributions completed during January 2011 as made on Dec. 31, 2010; may contribute distributions take in December and January

IRS lets taxpayer’s GST exemption allocation error slide

New rules, low interest rates, court cases and IRS decisions all affected the insurance industry in 2012 and will continue to have repercussions in 2013

The heirs of baby boomers have started to impact the way advisors do business

Here’s a summary of some key provisions

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Fiduciaries must be mindful of recent developments, including a new French trust law and challenges to the Defense of Marriage Act

Congress averts fiscal cliff