Wealthmanagement Email Newsletter: Six Items that Could Trigger an IRS Audit (May 22, 2024)

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	MAY 22, 2024


	Six Items that Could Trigger an IRS Audit

Matthew Chancey

Wealthy individuals with a red flag on their tax returns are more at risk.

FULL ARTICLE


	IRS Issues Proposed Foreign-Trust Regulations

Rita M. Ryan

The agency seeks to prevent abusive tax schemes.

FULL ARTICLE

CELEBRITY ESTATES PODCAST


	The Gilded Age and Psychological Implications of Inherited Wealth

David H. Lenok

Psychologist and economist Eric Schoenberg sheds light on common pitfalls in estate planning.

LISTEN NOW


	Is Your Client's Family Office Prepared for the Worst?

Anna Sulkin Stern

A new report finds families underestimate risks and potential threats.

FULL ARTICLE


	Playbook for Advising Young High-Net-Worth Entrepreneurs

Paulina Mejia and Michael S. Arlein

Four ways to add strategic value.

FULL ARTICLE


	Gift-Splitting for Transfers to Trusts

Chad Baker

Take care when a spouse is a beneficiary.

FULL ARTICLE

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Six Items that Could Trigger an IRS Audit

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