Wealth Planning

Here are some simple answers to the questions clients are most likely to ask.

Bitcoin’s rally over the past few months has intrigued wealthy investors in a new way.

When it comes to determining the charitable deduction for real estate donated to charity, the crucial issue is the value of what the charity received, not the value of what the donor gives away.

Estate planners have mixed feelings about the proposed Sensible Taxation and Equity Promotion (STEP) Act.

Because of the pandemic, this year's tax returns will be more complex than ever for many Americans.

The new due date for 2020 contributions applies to both traditional IRAs and Roth IRAs, as well as health savings accounts, Archer medical savings accounts (Archer MSAs) and Coverdell education savings accounts (Coverdell ESAs).