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On January 1, 2013, Congress enacted the American Taxpayer Relief Act of 2012 (ATRA). While this legislation will have broad impact on the nation as a whole, in the this paper we take a first look at the aspect of the law that will impact philan...
Members of the Trusts & Estates Investment Committee had their annual meeting to discuss the significant developments in 2012 and how the market will play out. Participating were Edward J. Finley II, Elizabeth K. Miller, Andrew M. Parker and...
Taxpayers may treat qualified charitable distributions completed during January 2011 as made on Dec. 31, 2010; may contribute distributions take in December and January
New rules, low interest rates, court cases and IRS decisions all affected the insurance industry in 2012 and will continue to have repercussions in 2013
