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Something to check when working with charitable clients
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Take extra care in helping clients finance vacation homes
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Fewer clients are about to be impacted by AMT
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Have clients take a good second look at their wills
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Does using an older life insurance trust still make sense?
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Review durable powers of attorney
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No more take-backs on Roth conversions
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How the tax law may affect real estate owners
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Expats looking for a simpler tax process may be out of luck
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For tax purposes, cryptocurrencies are property — not currency
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How DAPTs can play an important role in planning for income and estate taxes