Finance News

Tips From the Pros: CCA 202352018–Tip of The Iceberg

Charles A. Redd provides an in-depth analysis of a recent Chief Counsel Advice relating to gift tax consequences.

logo.png  By NB  Feb 29, 2024

Estate Tax Consequences of Keeping The Ocean View

Applying the Massachusetts law to real estate when your client is domiciled in another state.

logo.png  By NB  Feb 29, 2024

Deciding and Converting Between Grantor and Non-Grantor Trust Status: Part II

Evaluation of tax benefits and potential pitfalls.

logo.png  By NB  Feb 29, 2024

Liz Nesvold Joins Emigrant as Vice Chair

Nesvold will work with all units of the bank that touch wealth management, including Emigrant Partners, where she'll serve as chair.

logo.png  By NB  Feb 29, 2024