Taxwise Giving
Qualified Charitable Distributions from IRAs are gaining in popularity. This article provides an excellent overview.
Listen to Your Art
Art collectors have unique planning issues to consider when it comes to transferring their art. This article provides a good summary of what is involved.
To Roth or Not To Roth
Congress considers expanding the use of Roth IRAs and other changes to the rules around retirement accounts, as the “SECURE 2.0” bill passes the House with widespread support.
Coming Soon to the Texas Medical Center
One of Houston’s finest institutions, MD Anderson Cancer Center, last week launched the James P. Allison Institute, which will focus on expanding the benefits of immunotherapy in the fight against cancer. How fortunate we Houstonians are to have the Texas Medical Center in our own backyard.
Dotting All the “i’s”
An important reminder during tax season: it is necessary to adequately disclose all taxable gifts on a gift tax return. This article provides a good summary of the adequate disclosure requirements.