IRS Invalidates Discounts Used in an FLP Formed Shortly Before Death

November 20, 2024

What is the Difference Between a Private Foundation and a Donor-Advised Fund?

October 15, 2024

Tax & Wealth Advisor Alert–IRS Announces Changes to Estate and Gift Tax Exemptions for 2024

November 21, 2023

Tax & Wealth Advisor Alert–Understanding the “Step-Up in Tax Basis”: A Summary of IRC Section 1014 and Double Stepped-Up Basis for Marital Property in Wisconsin

August 11, 2023

Tax & Wealth Advisor Alert–Section 1202 Stock: An Attractive Tax Benefit for Investors in Small Businesses

July 17, 2023

Tax & Wealth Advisor Alert: Powers of Appointment – A Tool to Add Flexibility Into an Estate Plan

May 30, 2023

Tax & Wealth Advisor Alert: Selecting a Fiduciary – One of the Most Important Decisions in an Estate Plan

April 13, 2023

Tax & Wealth Advisor Alert: Charitable Remainder Trusts, A Dynamic Estate Planning Tool to Reduce Taxes and Do Good

March 29, 2023

Tax & Wealth Advisor Alert: Donor-Advised Funds, a Great Way to Do Charitable Giving

March 14, 2023

Tax & Wealth Advisor Alert: Qualified Personal Residence Trusts – A Planning Technique to Save the Family Home from Estate Taxes

March 6, 2023