Resources

Question:  What is a dynasty trust?

Few bills arriving in the mail are welcome, but certain billers are more daunting than others.  Should the tuckpointer send a bill higher than agreed, a friendly discussion about his “extras” likely lies...

Question:  I will be receiving a distribution from my employer’s retirement plan consisting of cash and employer stock.  Am I better off paying tax on the employer stock or rolling over...

Question:  I plan on merging my corporation with a public company and receiving cash and stock in return. Can I avoid paying income tax on the stock I receive?

While not quite reaching the death and taxes level of certainty, some issues brought to the appellate court still produce highly predictable outcomes.  Challenges to foundations laid by expert witnesses are usually...