The 2020 holidays will culminate a year of transitions and challenges. The pandemic means most of us have to work remotely, and it has also put an indefinite pause on in-person industry events where ...

Millions of successful business owners are contemplating the next chapter in their company and personal legacies. This comes just as the generous estate and gift tax exemption limits are on the cusp ...

Individual retirement accounts cannot be gifted during the owner’s lifetime. Once funds are withdrawn from an IRA, they are generally taxable. But funds outside of IRAs can be used to beef up ...