Tax Attorney Tips: Keep 2019 Tax Deadlines in Mind to Avoid Penalties

As 2018 winds down, the 2019 tax deadlines loom large. Minding these deadlines is the best way to avoid penalties and stay off the IRS’s radar. The dates that matter for your fil ...

Advanced Estate Planning: 7 Things You Should Know About a Will

In advanced estate planning, tax advisors help high-net-worth clients identify the most effective strategies and tools for transferring their assets. Sometimes called inheritance p ...

Asset Transfer: Do You Trust the Next Generation to Manage Your Wealth?

Asset transfer is a straightforward process. However, for closely held business owners and highly compensated individuals, transferring assets can be a complex process. Without a f ...

Donor-Advised Funds Provide Clear Advantages

Donor-advised funds, or DAFs, are becoming more popular with business owners and highly compensated individuals because of their many advantages. DAFs have been compared to a savin ...

Estate Planning Changes You Need to Consider Before 2020

Now that 2019 has arrived, your estate planning strategies need a rigorous review — and possibly some revisions and updating — before next year. If you’re like most highly co ...