08 Sep Why should I engage in planning now? Nothing is going to change, and the exemption is so high!
Practitioners are quite aware that in 2026 the Federal estate and gift, estate and GST...
10 Aug WATCH THE TAX WITH SAX WEBINAR: A LOOK BACK AT Q2
In case you missed it, watch the Sax Tax update and listen in as our...
07 Aug How Can My Trust Help My Kid Buy a House?
It is fairly common for a client to ask how an irrevocable trust might help...
12 Jul I’m buying life insurance, do I really need a trust, and if so what kind?
A client is buying life insurance, do they really need to set up an irrevocable...
11 Jul Watch the Webinar: Founders’ Award Q&A
Have questions about applying for this year's Founders' Award? Watch as Sax's Nonprofit Partners April Kushner...
28 Jun WATCH THE WEBINAR Functional Expenses and The Overhead Myth The Good, The Bad, and The Ugly
As a nonprofit, you have likely been asked many times, "What is your program expense...
05 Jun My mom just passed – what tax, legal and financial matters do I need to address?
Losing a loved one is difficult, but those challenges can be magnified by the complex...
09 May Can’t I just ignore Biden’s Greenbook Estate Tax Proposals?
Clients (and sadly some advisers) view gift tax returns as pretty simple projects without understanding...
26 Apr WATCH THE Q1 TAX WITH SAX WEBINAR: A FOCUS ON SALT AND INTERNATIONAL TAX
In case you missed it, watch as Sax’s in-house experts provide valuable information regarding international...
10 Apr Can’t I just ignore Biden’s Greenbook Estate Tax Proposals?
President Biden recently issued his budget on March 9, 2023, the “General Explanations of the...
