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.
Art is in the Eye of the Beholder
Classic car collections pose special estate planning challenges in the nature of fine art; indeed some believe they are fine art.
Always Expect the Unexpected with the IRS
IRS issues long-awaited proposed regulations on required minimum IRA distributions under the SECURE Act, with some unexpected surprises.