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Wealth Planning

A Turning Point for Residential Real Estate: What It Means for Buyers and Sellers

Wealth Planning

Rethinking How IRAs Fit Into Your Estate Plan

Wealth Planning

Land Conservation: How to Protect and Preserve Nature’s Legacy in Perpetuity

Case Summaries

Tax Legislative Impacts of 2024 Elections; Estate Tax Exclusion Amount Extension?

Investment Management

Chief Investment Officer Holly MacDonald on Bloomberg‘s “The Close” (October 2024)

Wealth Planning

Taking Action: Insurance Information After Hurricane Milton

Case Summaries

McDougall v. Commissioner, 163 T.C. No. 5 (September 17, 2024)

Case Summaries

Basis Consistency Final Regulations (Published September 17, 2024)

Investment Management

Higher Volatility, Steady Outlook

Case Summaries

Elcan v. Commissioner, Tax Court Docket No. 3405-25 (Petition filed March 14, 2025) – GRATs, Substitution Powers and Grantor Notes