Looking back on a year that has been perhaps the most unusual in her 30 years of counseling wealthy clients in the area of trusts and estates, Gail Cohen, vice chairman and general trust counsel at Fiduciary Trust Company International, has some pointed year-end advice
When clients ask Yale Levey to forecast how the tax code might change next year, his answer is invariably the same: “I have absolutely no idea"
Financial adviser Chris Hobart admits that congressional inaction on tax laws had him in “handcuffs,” but he's determined to cast off the shackles and take control
When it comes to tax planning, the general consensus among financial advisers and accountants can be summed up in that old motto: Don't put off until tomorrow what you can do today
