Ultra-high-net-worth individuals and families face a valuation environment that is far more complex than simply determining the worth of an asset. In the context of trust, gift, and estate tax ...

Crisp autumn air and changing leaves signal the arrival of the season of giving. While most people think of new toys, fruit baskets and ugly sweaters, you and your clients are planning ...

The season of giving has come and gone. There were countless charitable causes to support, but just because you think a client has donated lots of money or other assets, the tax courts won’t ...

Fair market value is a key concept in investing and taxes—here’s how it works and how it’s calculated ...

A deep dive into the complex domestic and offshore trust structures, saving billionaires millions in taxes every year.