August 27, 2025
Summer reading of the legislative kind
The August 15, 2025 package of draft legislation addresses some of the tax legislative back log.
October 16, 2024
A business succession story – As told by the Tax Court
A tax case chronicles the story of a family business succession with a happy ending.
July 31, 2024
Legislative loose ends
For an update on enacted tax legislation and some of the loose ends we’ve been following.
October 26, 2023
Looking back and looking forward
Over the past 30 years the acceptance and deployment of life insurance within estate and business succession planning has blossomed. In large part, we attribute this increased utilization to a greater understanding of the unique…
