Here are the top tax questions from advisors attending our recent webcast.
Despite progress on marriage equality and workplace protections, some in the LGBTQIA+ community face challenges around finances and other legal issues.
Lower asset values combined with historically low interest rates may favor certain wealth transfer strategies such as GRATs.
Most families do not want to think about losing a loved one. But creating a checklist for family members may help them navigate a difficult situation.
The focus in estate planning has shifted to income taxes, including strategies for the step-up cost basis, a planning consideration to manage capital gains.