TAX BLOG

Join a practical session on charitable giving strategies aligned with long-term wealth planning. Led by Anne Gifford Ewing, senior trust, estate and fiduciary strategist, and Jeff Ruderman, wealth planning specialist. Topics include: Charitable tax deductions scheduled to change in 2026 and whether completing gifts in 2025 makes sense Methods to assess affordable giving using cash-flow and balance-sheet analysis Types of charitable assets and recipient organizations Overview

Auric Private Client Advisory LLC’s Founder and Chief Tax Advisor, Milan Solarz-Patel, attended the South Dakota Trust Association’s 9th Annual Fall Forum and is excited to share key decks from the conference for trustees, family offices, and advisors seeking practical updates. Below is the first of seven: Recent Developments in U.S. International Tax and Foreign Trusts Overview of proposed §§6039F and 6048 rules, trust migration reporting, dual-resident issues, deemed distri

Auric Private Client Advisory LLC’s Founder and Chief Tax Advisor, Milan Solarz-Patel, attended the South Dakota Trust Association’s 9th Annual Fall Forum and is sharing key decks from the conference for trustees, family offices, and advisors seeking practical updates. Below is the final share: Oshins DAPT Rankings (2019) Comparative scoring that places Nevada and South Dakota at the top, based on statute strength, income tax, UVTA adoption, limitations, exception creditors,

Milan Solarz-Patel, Founder and Chief Tax Advisor of Auric LLC, will attend STEP Texas’ program “Integrating PPLI Into a Comprehensive Wealth Plan” on Wednesday, November 5, 2025, in Houston, TX from 1:00 p.m. to 7:30 p.m. at 3737 Buffalo Speedway, 6th Floor Conference Space. With more than 20 years of experience, Milan focuses on trust and estate tax planning, entity structuring, and regulatory compliance for high-net-worth individuals, families, and multinational business

A no contest clause, also called a forfeiture clause, allows a will or trust to cut off a beneficiary who challenges its terms. These...