Final regulations establish that individuals utilizing the current gift and estate exclusion will not be adversely impacted when the current BEA sunsets and reverts to a lower exclusion amount.

Because small and midsized law firms don't always have the financial overhead that they need, partnering with a trusted advisor can help to provide support.

With less than a year until the next United States presidential election, Democratic candidates are testing a variety of proposals with voters as they campaign on the primary trail, what's the potenial impact to your tax bill?

Use of a donor advised fund can help holders of concentrated stock positions engage in charitable giving while maximizing their tax benefits.

With the Fed concluding their "mid-cycle adjustment" and the U.S. economy showing signs of new life, risk markets are poised to perform well through the remainder of 2019.

The United States Supreme Court rejected two appeals involving New York's rules for taxing individuals who are legally defined as residents of multiple states.

When considering the allocation of assets in your portfolio, consider fixed income, is a different kind of investment. See what makes this asset class an excellent choice for diversification.

With the right technology in place, law firms can remain relevant and competitive within the industry and service their clients in a more efficient manner.

This new proposal, which hasn't been updated for seventeen years, would also allow plan administrators to send notices via e-mail as an alternative to posting information to a website. This would be an improvement to the current IRS and DOL requirements, and has a few advantages to plan sponsors and participants.