Estate planning is a crucial aspect of managing one's assets and ensuring the smooth transfer of wealth to loved ones after passing.

Tax insurance is a bespoke insurance product designed to mitigate risk associated with an uncertain or ambiguous tax position.

Under the Bank Secrecy Act, certain foreign financial accounts, such as bank accounts, brokerage accounts and mutual funds, must be reported to the Treasury Department by US persons.

The Corporate Transparency Act was enacted to enhance beneficial ownership transparency while minimizing the burden on the regulated community.