Below are key federal caselaw developments from 2025 with practical implications for private wealth clients, along with planning insights ...

Imagine your child is getting married and you want to help pay for their wedding. You’ve been saving for years and now have ...

The Second Circuit ruled that the deadline to challenge IRS notices can be tolled and is not jurisdictional, supporting ...

Perhaps your daughter recently got married and you want to help her and her husband start their new life. Or maybe they suddenly find themselves in need of financial assistance and turn to you for ...

With the Big Beautiful Bill reshaping estate and gift taxes, Jennifer Cona shares year-end strategies to maximize charitable giving and update estate plans.

With the budget impasse resolved, federal agencies are back to work and government employees have returned to their posts. The Internal ...

Pyxis Tankers Inc. (Nasdaq Cap Mkts: PXS), (the “Company”, “we”, “our”, “us” or “Pyxis Tankers”), an international ...

Joe Anderson, senior wealth manager and founding partner, explains it this way: a grandmother could gift $19,000 to her child ...