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The tax advantages and a degree of flexibility have added to the appeal of spousal lifetime access trusts. But they aren't a fit for everyone.
December 2 -
A new study shows how the estate planning work of financial advisors carries a direct connection to reducing disparities over time.
November 21 -
Projected brackets; the remote debate; relief and refunds; and other highlights from our favorite tax bloggers.
September 17 -
The Internal Revenue Service issued final regulations on consistent basis reporting between an estate and a person acquiring property from a decedent.
September 17 -
The handoff of a company carries important tax implications alongside a plethora of succession challenges. Here's what financial advisors need to talk about with clients.
September 9 -
In a landmark decision earlier this year, the Supreme Court addressed the valuation of shares in closely held corporations for federal tax purposes.
September 6DeJoy & Co. CPAs & Advisors -
New rules for IRA beneficiaries, the expiration of the Tax Cuts and Jobs Act and guidelines for qualified stock make these strategies especially relevant.
August 26 -
For financial advisors, tax professionals and their clients, the opportunities and acronyms look endless. Three experts explain the key questions to consider.
July 11 -
A decision backing the surviving shareholder in a family business could have carried major tax implications to succession plans. Instead, SCOTUS backed the IRS.
June 10 -
A professional brings objectivity to dicey conversations between relatives as well as experience navigating the substantial work involved with transferring assets, experts say.
May 17