Category: Wealth planning
New IRS Proposed Regs Target Donor-Advised Funds
They could expand the number of accounts that qualify as DAFs and the pool of persons subject to applicable excise taxes.
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Thinking Ahead – A Wise Approach to Special Needs Trusts
Draft estate planning documents with flexibility to account for a future diagnosis.
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A Taxpayer Victory for Americans Living Abroad
Federal court finds foreign tax credit can offset net investment income tax.
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Wealth Advisors: Stop Asking ‘What?’ and Start Asking ‘Why?’
Money is personal. Wealth management should be as well.
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Is That Really the Bargain Price?
In the world of philanthropy, there are “bargains” as well, but they may be lost without proper documentation.
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Tax-Wise Charitable Remainder Trust Planning
Getting it right; fixing up the other guy’s mistakes.
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Yes Virginia, Trustees Have a Duty to Minimize State Income Taxes on Trusts
An argument as to why fiduciaries can’t ignore this analysis.
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