Philanthropy or Spite?
The wild case of a $50 million donation that could be the largest in Panama’s history...
Closely Held Businesses
In Troubled Times
The top 10 things owners should be considering now...
Court Leaves Florida Elderly Vulnerable
Inconsistent application of undue influence protection puts seniors at risk...
Brando Brand Is a Contender
Icon’s estate comes out slugging in fight against potential infringers ...
Hughes v. Commissioner
The Tax Court holds an individual taxpayer liable for a deficiency resulting from overstating the value of a conservation easement ...
Life Insurance and Income Tax
New revenue rulings address the income tax consequences of transactions relating the sale and purchase of life insurance policies...
TrustPortal
It’s more than trust accounting. It’s also – a wealth management tool for trust and investment management...
No Place To Hide Money
The feds may soon try to turn wealth advisors into snitches. But first the IRS is offering a deal if taxpayers come clean before Sept. 23, 2009...
Ninth Circuit Upholds Stone
Lessons to learn from one taxpayer's loss on how you should value fractional interests in artwork ...
The Beneficiary As an Army of One
Should one beneficiary be allowed to reject a trustee’s accounting for all? An Illinois appeals court says, “Yes”...






