With the coronavirus and the subsequent passage of legislation such as the CARES Act and The Taxpayer Certainty and Disaster Tax Relief Act, taxpayers and small business owners may...

There should be a class that teaches women how to juggle flaming swords while riding a unicycle—because that is the training that will prepare you for the reality of the...

Trust administration is something that every estate planning attorney will encounter sooner or later in their practice. To help you confidently serve your clients in the area of trust and...

Estate Planning Awareness Week is just around the corner. With so much going on this year — the coronavirus and the upcoming presidential election — now more than ever, attorneys...

When a client or a trust owns an S-corporation, practitioners and trustees must be mindful of the applicable rules and eligibility requirements set forth in 26 U.S.C. § 1361(b). With...

Stop spending needless hours collecting information and formatting reports for your trust administration clients. With Wealth Tracx™, you can quickly and easily create and modify a range of reports with...