While the step-transaction doctrine might sound arcane it is one of many tax constructs that might well undermine steps you might take to plan your estate to reduce future estate taxes or to protect ...

Did you know that the typical five-year strategic planning forecasts perform about as well as dart-throwing chimpanzees? Cognitive science and behavioral economics scholars have conducted research on ...

A situation analysis is the first step in developing a new multi-year strategy. It is the basis for the vision, strategic priorities, and theory of change and for forging strategic partnerships and ...