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 […]
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.” […]
Originally posted on Forbes.com Introduction Ethical questions arise during many estate plans. Sometimes, these are ethical issues that you and/or your family may have to grapple with. Sometimes, […]
Originally posted on Forbes.com Yes You Have to Update Your Planning Estate planning is about as much fun as getting a root canal. Unless there is a strong […]
Originally posted in NAEPC Journal of Estate and Tax Planning Professional articles and webinars so often focus on new developments, complex or creative new planning ideas, as practitioners are […]
This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #288. There have been five major events relating to the Corporate Transparency Act: 1) Reporting companies formed during […]