By making an IRC Section 645 election, clients can treat certain trusts as part of their estate.
Clients don’t need to be billionaires to realize the benefits of giving assets such as S corporation shares to their favorite causes.
The recent Tax Court decision is favorable to taxpayers with certain interests in foreign corporations.
Open, honest and candid discussions about the latest news in the RPA industry.
A new survey finds 27% of people aged 59 and older have no money set aside for their later years.
Two bills put forward last week by U.S. Rep. Andy Barr would tie the SEC registration threshold to CPI and amend venture capital rules.