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If I had to name one difference between private foundations (PFs) in the 20th and 21st centuries, I would use one word: In both centuries, plenty of PFs have made grants to operating public charities, without expecting anything in return other...
Taxes are a contentious political issue. Elections for positions from county supervisor to the United States president have been won or lost on promises about and voting records on taxes. Now, with the passage of the Tax Relief, Unemployment and...
Much of the wealth being transferred in the United States today is in the form of highly appreciated illiquid assets: family businesses, closely held stock, real estate and interests in limited liability companies (LLCs) and limited partnerships ...
A distressingly high percentage of workers in America don't even so much as attempt a back-of-the-cocktail-napkin calculation when trying to figure out what they'll need to retire on, according to the 21st annual Retirement Confidence Survey by...
Since 2006, taxpayers have won three significant victories related to valuation clauses. Numerous articles have been written on McCord,1 Christiansen2 and Petter,3 explaining both the legal underpinnings of those decisions and touting the...