What can businesses do to stand out from the rest, attract multiple offers and ensure a smooth transition?

How advisors can make a common sense case for why clients should spend their time and money to talk about the potential implications of possible legislation.

David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month.

These steps make it much more likely that a family’s philanthropic efforts will succeed and that the family itself will thrive.

Ideas to discuss with philanthropically inclined clients.