Wealth management

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

The number of donor-advised funds created, and the amount of donations to them, continue to increase substantially.

The Internal Revenue Service announced three changes Friday to the proposed rules for the new tax-favored Achieving a Better Life Experience, or ABLE, accounts for eligible disabled individuals that will be included in the final regulations when they are issued to make it easier for states to offer and administer ABLE programs.

Many accountants and valuation experts are anxiously attempting to predict the contents of the revised Section 2704 regulations from the IRS on the valuation of family limited partnerships and other family-controlled entities.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.