For some successful small business owners, retirement planning is simple (or so they believe): When they decide to stop working, they’ll merely sell their businesses to the highest bidders, experience huge economic windfalls and everything...

How clients can make the most optimal gifts to those in need

Both nominees would do away with step-up in basis on inherited assets

(Bloomberg) -- Philip Moeller is that rare person who gets two streams of income from Social Security. Like millions of other older Americans, he gets a monthly benefit. But he also gets an additional income stream from the unlikely...

Revenue Procedure 2016-49 details available methods of revocation

Live long and prosper. | Copyright Oli Scarff, Getty Images Because women have a longer life expectancy than men, they spend more time in retirement and have to stretch their savings longer. But many female retirees are surprised by their post...

The opposed regulations would limit the use of valuation discounts

(Bloomberg) -- The new mobile app "Wine Ring" sounds great: With the help of secret, patented algorithms, it can predict whether or not I’ll like a wine before I buy it...