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Active Management: The View From External Managers

Life As You Live It

Changing Energy Market Dynamics

Case Summaries

Estate of Howard V. Moore, T.C. Memo 2020-40

Active Equity Management Amid Turbulence

Wealth Planning

Real Estate Closings in the Current Environment

ACTEC Summaries

ACTEC 2019 Summer Meeting Musings (Including “Income Tax Planning Strategies for the Advisor’s Toolkit”)

Case Summaries

Kaestner Trust — Supreme Court Guidance for State Trust Income Taxation

Case Summaries

Valuation of S Corporation Shares; Applicability of Section 2703(b) to Family Transfer Restriction, Kress v. U.S. (E.D. Wis, March 26, 2019)

Current Developments

Estate Planning and Current Developments and Hot Topics (December 2019)

Investment Management

Inflation Checkpoint: Transportation Innovations and Transit Costs