Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
3 Tax Moves to Make Before Year-End
By Michael S. FischerLooking to next year's tax season, AICPA's financial planning division offered last-minute tax planning tips.
December 04, 2018
For Wealthy Clients, 'Satisfied' Isn't Good Enough: SEI"High-net-worth clients expect exceptional client experiences in all facets of their lives," SEI's John Anderson says.
November 30, 2018
Tax Reform Altered Calculus of Year-End Charitable DeductionsClients should consider their gifting strategies for the next several years to maximize tax benefits that were enacted for this year.
November 29, 2018
Americans Plan to Boost Donations This Holiday SeasonDisaster relief and health matters are donors' chief priorities, a survey found.
November 21, 2018
IRS Floats Plan to Allow Higher Estate, Gift Tax ExclusionsThe plan would prevent those who make large gifts now from facing more estate taxes after 2025.
November 20, 2018
Generational Wealth Transfer to Hit $68 Trillion Over 25 Years: CerulliHigh-net-worth practices need to develop multigenerational client relationships to survive, Cerulli warns.
November 07, 2018
Tax Reform Hits 1031 Exchanges With Hidden PenaltyIRS' proposed regs contain an unwelcome surprise for certain clients engaging in like-kind exchanges of real estate.
November 06, 2018
America's Top 10 Favorite CharitiesThe Chronicle of Philanthropy ranked 100 nonprofits by the total value of gifts of money and stock received in 2017, and excluded government grants.