In this first installment, we lay out core issues, such as timing, family dynamics and assembling a team.

The 2017 tax overhaul bill limited the amount of state and local taxes that taxpayers can write off, a change most acutely felt in high-tax states including New York, New Jersey, Maryland and California, where tax bills can easily exceed the...

The comment period is over.

This all too common condition is far from incurable.

Four tips to make sure advisor and client understand one another.

Professor John Davis offers advice on preparing for technological change.