Tax

Joint tenancy, a primer

If your client holds assets jointly, controversies could arise over right of survivorship or termination

By Margaret O’Sullivan |June 30, 2017

5 min read

The benefits of family trusts

These structures can achieve estate planning objectives, not just tax ones

By Frank Di Pietro |June 30, 2017

5 min read

How active versus passive business income is taxed

How each is taxed, and why

By James and Deborah Kraft |June 30, 2017

5 min read

For ‘guys like me,’ Buffett supports estate, minimum tax

Buffett discussed the U.S. tax system with PBS Newshour

By Staff |June 29, 2017

3 min read