Finance News

IRS Warns of Rampant Fraud Scams and Identity Theft

The agency urges maintaining robust security measures to protect clients.

logo.png  By NB  Aug 31, 2023

Four Tips for Engagement Letters for Joint Representation of Romantic Partners

They’re always a good idea, whether required or not.

logo.png  By NB  Aug 31, 2023

IRS Waives Requirement of Actual Conveyance of Property Assigned to QDOT

Spouse can qualify for marital deduction.

logo.png  By NB  Aug 31, 2023

Charitable Deduction Allowed for Distributions of IRA Through Trust

But was it worth the cost of getting a the private letter ruling?

logo.png  By NB  Aug 31, 2023