Finance News
Pending, Yet Important, Business in Washington
Sandra Swirski reports on Moore v. United States, which centers around whether unrealized earnings can be taxed.
By NB
Oct 25, 2023
Tips From the Pros: Population Trends and Trust Planning
Al W. King III discusses intergenerational estate planning, taking into account the needs and concerns of the various generations of family members.
By NB
Oct 25, 2023
Adequate Disclosure: Where Are We Now?
The Schlapfer v. Commissioner decision provides some guidance.
By NB
Oct 25, 2023
Time to Rethink the Typical Testamentary QTIP Trust?
Additional approaches to planning with this vehicle.
By NB
Oct 25, 2023