Finance News

The Evolving Environment Of NIL-Based Fundraising

Christopher P. Woehrle looks at the emergence of tax-exempt NIL collectives that operate independently from affiliated universities and colleges.

logo.png  By NB  Aug 23, 2023

Tips From the Pros: Importance of State Taxes in Estate Planning

Al W. King III provides an overview of the uncertain current and future status of state taxes and how they can impact your client’s planning needs.

logo.png  By NB  Aug 23, 2023

Gift Tax Returns: Four Filing Tips

Martin M. Shenkman and Joy Matak give advice for explaining to clients the importance of and complexities in filing gift tax returns.

logo.png  By NB  Aug 23, 2023

Deciding and Converting Between Grantor And Non-Grantor Trust Status (Part I)

Evaluation of planning opportunities and potential pitfalls.

logo.png  By NB  Aug 23, 2023

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