In Frank Aragona Trust v. Comm’r, 142 T.C. No. 9, the Tax Court ruled in favor of the taxpayer, holding that a trust could and did materially participate in real estate rental activities, thus ...

Forbes contributors publish independent expert analyses and insights. Matthew Roberts is a tax attorney who covers tax litigation and fraud. However, promoters have seized on the complexities of ...

Sadly, death happens to all of us eventually. Having a good estate plan in place is a loving thing to do for your surviving family members. That should include a will, a trust, and a power of attorney ...

In recent years, the government has continued to ramp up its investigatory efforts concerning trust arrangements that it deems abusive for tax purposes. These investigations have included so-called ...

A Twin Cities man has admitted to establishing a phony trust and collecting more than $10 million in a single federal tax return, then using his windfall to buy a house and various big-ticket items, ...

Often, annuities and trusts are the best way to save for retirement and leave a legacy for your loved ones. However, when combined into what’s known as an annuity trust, they can provide powerful ...

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 ...

The One Big Beautiful Bill Act will lead to a "renaissance" of income tax planning through non-grantor trusts that can "stack" the available savings, according to two experts. Processing Content In ...