Christopher P. Woehrle discusses the 2022 Secure Act 2.0’s extension of qualified charitable distribution status to split-interest gifts.
David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month.
Legal editor Anna Sulkin discusses this month's cover.
It also provides for increased reporting about trusts.
Pontera CMO Nicole Zheng discusses how advisors should approach the concept of holistic advice with clients, especially surrounding retirement planning.
