by
Hannah Shaw Grove
Sometimes, foundations provide philanthropists with abilities that are impossible with DAFs.
by
Jeff Stimpson
These vehicles give wealthy clients flexibility in dealing with any increases in the estate tax exemption.
by
Jeff Stimpson
Special needs trusts and ABLE accounts will result in different tax hits, advisors say.
by
Joseph B. Darby III
It's hard to anticipate tax changes, but these moves might help your clients keep ahead of tax legislation in the Biden era.
by
Jeff Stimpson
The fate of Biden's tax proposals is uncertain, so clients should not overreact, advisors say.
by
Tracey Longo
The Biden administration proposal is running into heavy resistance from both Republicans and Democrats, he said.
by
Amy Castoro
Clients are asking: Will their wealth unify or divide their families?
by
Matthew Erskine
Proposed federal legislation might bring a lot of uncertainty to estate taxes.
by
Tracey Longo
A looming federal capital gains tax hike make now a good time to sell appreciated stocks, some advisors say.
by
Christopher Robbins
FP Alpha says advanced technology like AI can help advisors stay on top of a changing estate tax situation.
by
Tracey Longo
The guidance suggests certain beneficiaries will no longer have 10 years to take distributions from inherited IRAs.
by
Sophie Alexander
It's the latest twist in what appears to be an increasingly acrimonious split.
by
Jeff Stimpson
These vehicles give wealthy clients flexibility in dealing with any increases in the estate tax exemption.
by
Christopher Robbins
Today's high tax exemptions offer a brief window for advisors to act on estate planning, says this advisor.
by
William Horobin
Western governments appear enthusiastic about attempting to tax their way toward greater equality.
by
Steven T. Dennis
The Senate Republican leader calls this “a second estate tax.”
