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Wealth Planning

Rethinking How IRAs Fit Into Your Estate Plan

Wealth Planning

A Donor’s Guide to Supporting Scholarships

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

Investment Management

U.S. Elections in Five Pictures — Unique Backdrop, Consistent Trends

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