Security is becoming a central consideration in structuring everything from family offices to succession plans.

Federal Exemption Amounts Increased to $13,990,000 - As of January 1, 2025, the federal gift and estate tax exemption amount, as ...

The Tax Cuts and Jobs Act (TCJA), passed in 2017, created a golden opportunity for families to preserve and maximize the ...

Recent legislative changes have stripped IRAs of all their redeeming qualities, Ed Slott said in a recent episode of Decoding ...

As we start the new year, this Federal Tax Update highlights estate planning-related federal tax information as you consider 2025 planning options.

Here’s a primer for Canadians planning for the tax payable on a non-registered account at death, including capital gains and ...

Because of their many potential benefits, 529 plans can be helpful for families when it comes to estate planning.

Trump's inauguration day is coming up quickly. Making the necessary preparations before the president-elect steps into the ...

Real estate valuation plays a crucial role in many mergers and acquisitions (“M&A”), especially when real estate assets may ...