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Certain wealthy people have placed big bets on the companies that made them rich for decades without the IRS objecting.
December 20 -
From sea changes with inherited retirement plans to the ETF juggernaut, here's what advisors grappled with for affluent clients.
December 6 -
Taxpayers can no longer get away with 'substantial compliance' — they need to have their 'contemporaneous written acknowledgements' in order.
November 22 -
Grants to charities from donor-advised funds grew 28% last year, according to a new report, as DAFs also come under scrutiny for helping the wealthy shield their money from taxes.
November 15 -
The flow of money from private foundations to donor-advised funds has jumped substantially in recent years, highlighting the increasing use of a controversial loophole in charitable law, a new audit shows.
October 28 -
What happens if your client invests in a Roth IRA? What about buying a home? Or even donating to charity?
September 13Tobin & Collins -
DAFs have been receiving more than half their contributions from complex assets such as shares of public and private companies, real estate and cryptocurrency in the past five years.
August 8 -
Buyers’ criteria; EARN; marriage and accounting; and other highlights from our favorite tax bloggers.
July 26 -
The Internal Revenue Service is providing guidance on how employers and employees can help Ukraine while also qualifying for tax relief on the donation program.
June 7 -
Under IRS rules, donors can both deduct the value of the gift and avoid any capital-gains tax on the investment.
February 16