After 43 Years, IRS Collects Gift Taxes From Redstone. The gift tax statute of limitations is typically three years — if you file a gift tax return.
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The EB-5 Program: What Foreign Investors Should Consider
For the right investor, the U.S. EB-5 Immigrant Investor Program can be a sensible path to securing permanent residency in the United States.
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Overlooked Tax Changes Are Coming In 2016
An old saying goes “the third time is the charm.” I guess for Congress, we can say the 35th time is the charm.
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Moving From A High-Tax State
As people approach retirement, some succumb to the temptation to move south in pursuit of warmer weather, a lower cost of living and lower taxes. Others, like me, make this choice much earlier in life. Regardless of when you consider moving to a lower-tax state, be sure to examine your priorities and the implications of the move.
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The Lure Of The Lone Star State
Ben Sullivan looked like a young man with a bright professional future when I recruited him nine years ago to join our staff in Scarsdale, New York. To get him to come aboard, I had to promise not to keep him there.
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A Tax Strategy Gone Wrong
What does it mean to control an asset?
The answer is sometimes complicated and always of great interest to the Internal Revenue Service.
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Duly Noted
Another IRS Crummey Challenge Fails. The Internal Revenue Service has lived with Crummey trusts for nearly 50 years, but it …
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The Rise Of State-Mandated Employee Retirement Plans
Several states have begun considering programs to make sure private sector workers are saving for retirement effectively – or at all.
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Ten Reasons To Sell A Mutual Fund Other Than Poor Performance
Knowing when to sell a mutual fund can be complicated, even for savvy investors. Here are 10 indicators it may be time to let go.
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How To Handle Sudden Wealth
Sudden wealth seems like the exact opposite of a problem. But for many, an abrupt change for the better in their financial lives can create a host of unexpected pitfalls.
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