Ed Mendlowitz is making 190 tax season, practice management and personal tips checklists available in a usable searchable Word format.

The IRS is warning against a tax scam involving frivolous art donation tax deductions ... retirement, and financial planning and had financial advice commissioned by national print publications.

Even if a client's net worth is under the federal estate tax exemption limits, financial advisors can help their high-net-worth clients minimize taxes by planning ahead and implementing certain ...

The 2017 Tax Cuts and Jobs Act (TCJA ... managing director of the Merrill’s Strategic Wealth Advisory group and head of art planning for Merrill Lynch, told Observer. If a UHNWI doesn’t ...