Mitigating State Income Taxation of Trusts
Martin M. Shenkman and Joy Matak discuss how to assess a trust’s exposure to state taxes.
Read moreMartin M. Shenkman and Joy Matak discuss how to assess a trust’s exposure to state taxes.
Read moreCharles A. Redd discusses the Uniform Trust Code’s framework that allows interested parties who can’t participate in trust transactions to have their concerns addressed.
Read moreDavid A. Handler and Alison E. Lothes highlight the most important tax developments of the past month.
Read moreCurrent options in planning with retirement benefits for the youngest beneficiaries.
Read moreDAFs may be used to enhance existing philanthropic strategies.
Read moreCourts must apply a new formula-based system.
Read moreMoore v. United States involves a challenge to new tax code regarding untaxed foreign earnings.
Read moreThis demographic views charitable giving as a top priority.
Read moreA new opinion addresses how attorneys should meet ethical requirements for client confidentiality.
Read moreMaria Castillo Dominguez discusses her journey from a small Spanish town to becoming a senior financial planner with a major advisory firm in the U.S., and how her faith and family helped her get there.
Read moreOpen, honest and candid discussions about the latest news in the RPA industry.
Read moreOne analyst wrote that the investment case for Schwab has been “significantly de-risked.”
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