The wild case of a $50 million donation that could be the largest in Panama’s history

The top 10 things closely held business owners should be considering now

Tension seems to be increasing between U.S. and Swiss officials who are trying to hammer out a settlement between the U.S. government and Swiss firm, UBS, regarding the names of 52,000 American clients of the firm. UBS retail financial advisors...

It would provide a valuable bailout for certain clients—but could hurt others

Back in the Great Buying Panic of the late 1990s, I once asked a financial advisor what his biggest problem was. His response: “Managing client expectations.” This question was posed in the summer of 1999, the year the Nasdaq Composite...

Move this to the top of your to-do list: Call clients to arrange a digital audit so that together you can plan for all their passwords, online accounts and digital property

In times of economic hardship, non-profit organizations confront issues that are unique to their status.

When a trust is to be the recipient of retirement plan assets and you want it to benefit from stretch-out, you're going to need to qualify that trust as a “see-through trust.”