For the right client, these plans can build substantial retirement wealth quickly while offering tax advantages.

A frequent question we get from clients and colleagues is if a tax attorney or certified public accountant (CPA) — or both — are needed. The CPA and tax attorney roles overlap in many areas, but each ...

oyalty trusts provide income-oriented taxpayers with opportunities to invest in natural resources, realize cash flows and participate in the tax benefits afforded this specialized industry. To educate ...