With the potential for retroactive application of any basis step-up legislation, here are four options to consider when advising clients.

Without any details, how are advisors expected to advise their clients today?

Form 13F filings give a glimpse into the investment strategies of some of the world’s wealthiest people.

Where SPACs end up in the hierarchy of equity issuance is still unclear.

Businesses are reevaluating and strengthening their commitments to philanthropic issues.

In many, but not all, instances, a trust is a better option than naming an individual.