In times like this, who isn't worried about the financial stability of their place of work? Long before their clients hit the panic button, financial advisors need to be analyzing whether their clients' employers are likely to file for bankruptcy...
A recent decision out of New Jersey Estate of Stevenson v. Director, Division of Taxation1 illustrates a novel issue arising under the decoupled estate tax systems adopted by many states: the potential imposition of state death taxes on federal...
Icon’s estate comes out slugging in fight against potential infringers
The Tax Court holds an individual taxpayer liable for a deficiency resulting from overstating the value of a conservation easement
New revenue rulings address the income tax consequences of transactions relating the sale and purchase of life insurance policies
Immediate fixed annuities and deferred fixed annuities are finding a growing market in the wake of the financial market meltdown. It’s no wonder. Their guaranteed payout rates are more than 8 percent and 5 percent, respectively at a time...
It’s more than trust accounting. It’s also – a wealth management tool for trust and investment management
