Tax

How much power do powers of attorney really have?

Can a person acting under a PoA make gifts or change beneficiary designations?

By Keith Masterman |February 7, 2017

4 min read

How tax rules disadvantage family business succession

What that means for clients

By Melissa Shin |February 6, 2017

9 min read

Commute this pension or not? Part 2

How a change in client circumstances changes the answer.

By Carol Bezaire |February 3, 2017

2 min read

Filing taxes after someone has died

The last thing you'll want is for a client to have to figure out how to handle someone's taxes after they pass away.

By Staff |January 27, 2017

2 min read