eTax Alerts
8 min read
The 2026 Trustees Report is the first to absorb OBBBA. Learn what changed on the tax side and how to talk clients back from the headlines.
Recent Etax Alerts
7 min read
Reprinted with permission of Estates and Trusts Make Taxable Gifts The client may contemplate making taxable
5 min read
Reprinted with permission of Estates and Trust Plan for IncapacityMany techniques we discuss require that
3 min read
Late as usual, Congress finally extended almost 60 expiring tax provisions to December 31, 2014.