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Wealth Tax – That Pesky Constitution Might Get In The Way

Originally published on Forbes.com. The notion of a wealth tax is definitely moving toward the mainstream as Dave Dawkins of Forbes reports on some of the billionaires who are now calling out for its passage. Here is the letter they wrote courtesy of the New York...
Deferred Sales Trust – A Tax Plan Or A Product ? A Bit Of Both

Deferred Sales Trust – A Tax Plan Or A Product ? A Bit Of Both

Originally published on Forbes.com. Deferred Sales Trust  (DST) looks like a tax concept. Arguably, it is, but that’s not all.  DST Deferred Sales Trust is a  term for which the Estate Planning Team claims a common law trademark, not something you will find in...