27 Nov How should I plan charitable gifts as we approach year-end? Through my estate plan?
My client is charitably inclined. How should I be advising her as we approach the...
My client is charitably inclined. How should I be advising her as we approach the...
Many clients own family businesses. Succession and estate planning for those businesses can involve many...
Practitioners are quite aware that in 2026 the Federal estate and gift, estate and GST...
In case you missed it, watch the Sax Tax update and listen in as our...
It is fairly common for a client to ask how an irrevocable trust might help...
A client is buying life insurance, do they really need to set up an irrevocable...
Have questions about applying for this year's Founders' Award? Watch as Sax's Nonprofit Partners April Kushner...
As a nonprofit, you have likely been asked many times, "What is your program expense...
Losing a loved one is difficult, but those challenges can be magnified by the complex...
Clients (and sadly some advisers) view gift tax returns as pretty simple projects without understanding...