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If you’re an investor looking to save tax dollars, your kids might be able to help you out. Giving appreciated stock or other investments to your children can minimize the impact of capital gains taxes. For this strategy to work best, however, your child must not be subject to...

Unless you have capable successors and employees, your closely held business may not survive. Therefore, strategies to identify, retain and reward key employees are a must. There are numerous methods for rewarding a key employee’s commitment, loyalty and hard work. The most...

Would you like to benefit charity while reducing the size of your taxable estate yet maintain an income stream for yourself? Would you also like to divest yourself of highly appreciated assets and diversify your portfolio with minimal tax consequences? Then consider a CRT. Here’s...