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...
13 Oct I have a family business, but only one of my children is active in the business. How can we handle that?
Many clients own family businesses. Succession and estate planning for those businesses can involve many...
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...
