There’s a new economic substance requirement in play for funding bequests with IRA assets—a charitable distribution trust may be just what your client needs
The gift tax exemption drops from $5.12 million to $1 million per person if current tax cuts are allowed to expire at the end of 2012. For your family or your favorite charity, now is the time to take advantage of these tax benefits without hurti...
It Started With A Handshake
How to add partners to create a team advisory practice. (Oh, if you aren’t growing, you are not team-ready.)
