Wealthmanagement

Will Presidential Immunity Ruling Weaponize the IRS?

The Estate Planner
 
Wealth Management Morning Memo

JULY 17, 2024

Will Presidential Immunity Ruling Weaponize the IRS?

A recent U.S. Supreme Court decision raises concerns among tax lawyers.  

FULL ARTICLE

The Potential Impact of Rising Populism on Tax Changes in 2025

Targeting wealthy individuals could gain traction regardless of the party in power.

FULL ARTICLE

The Great Wealth Treadmill

What is horizontal wealth transfer?

FULL ARTICLE

Nebraska Supreme Court Rules Tax Apportionment Provisions Trump State Law

Trust exonerated devise of real estate from estate tax.  

FULL ARTICLE

How to Be a Wealth 3.0 Attorney

Practical approaches that foster integrated services.

FULL ARTICLE

Where the Worlds Collide

Family trusts and international investment treaty protections.

FULL ARTICLE

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