Originally posted on Forbes.com Supreme Court Rules in Favor of the IRS On June 6, 2024, the U.S. Supreme Court issued a unanimous opinion on a closely held […]
Originally posted on Forbes.com Introduction Estate planning sometimes addresses the special needs of lesbian, gay, bisexual, transgender, and queer (“LGBTQ+”) people, or those who have family members in […]
This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #296. Under the Corporate Transparency Act, certain information about the Beneficial Owners of certain ‘small’ entities must be […]
Originally posted on Forbes.com Noncompete Agreements and Your Estate Plan Huh? What do the FTC and its new restrictions on noncompete agreements have to do with estate planning? […]
Date and Time: April 25, 2024 4:00-5:00 pm EST Register Here Course Description: Estate planning and wealth management have evolved over the years, and advisors must adjust their practices to […]
Date and Time: March 18, 2024 10:00 am EST Register Here Course Description: Defensive practice is critical for all estate planners. The risk profile of the discipline has […]
Originally posted on Forbes.com President Biden issued his budget proposal on March 11, 2024. The document’s full title is “General Explanations of the Administration’s Fiscal Year 2025 Revenue Proposals.” […]
Date and Time: Thursday, April 4, 2024 4:00-5:30pm EST Register Here Course Description: Charitable Reminder Trusts (CRTs) are a powerful and flexible financial, tax, charitable and estate planning […]
Originally posted on Forbes.com The Corporate Transparency Act (CTA), a burdensome new law that would require some 32 million closely held businesses to file invasive information with the Financial […]
Originally posted on Forbes.com Introduction So, Aunt Jane just asked you to be the trustee of her trust. You were flattered and, of course, accepted. But what did […]