Wealth Planning

His planning serves as a reminder for advisors to understand our clients’ goals and develop tools to achieve them.

David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month.

Charles A. Redd questions the usefulness of the closing letter and reminds us of the distinction between an estate tax return that was examined and one that was accepted as filed.

Editor in Chief Susan R. Lipp discusses this month's issue.

A combination of investment mechanics and the unpredictable nature of the economic and business environment means that attempts to time investments in private equity are highly unlikely to succeed, and will serve to undermine efforts to create a...

Recent U.S. acquisitions by Amancio Ortega’s Pontegadea are representative of a broader shift in family office investment preferences.

Founder Yvon Chouinard structured the transfer of his firm in a way that keeps control within the family and avoids taxes.